+25.0%
IQV vs TKO
+5.6%
+19.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.4% | -2.9% | -0.3% |
| 7D | -5.5% | +11.3% | -16.7% | -7.9% |
| 30D | -0.9% | +9.3% | -10.2% | -3.1% |
| 3M | +15.6% | +5.3% | +10.3% | +13.5% |
| 6M | +63.9% | +4.9% | +59.1% | +60.6% |
| YTD | +17.0% | -6.3% | +23.3% | +17.5% |
| 1Y | +25.0% | +4.9% | +20.1% | +24.3% |
| All | +25.0% | +5.6% | +19.4% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TKO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling