+37.3%
IQV vs TKO
-1.0%
+38.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | -2.2% | +2.3% | -4.6% | -2.8% |
| 30D | +8.3% | -2.5% | +10.8% | +8.7% |
| 3M | +44.6% | -10.6% | +55.2% | +47.6% |
| 6M | +52.6% | -5.1% | +57.6% | +52.1% |
| YTD | +16.1% | -8.2% | +24.4% | +16.7% |
| 1Y | +37.3% | -4.4% | +41.7% | +36.6% |
| All | +37.3% | -1.0% | +38.2% | +36.6% |
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