+6.4%
KDP vs IQV
+18.7%
-12.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +0.1% |
| 7D | +2.1% | +0.3% | +1.7% | +2.0% |
| 30D | +8.5% | +8.6% | -0.1% | +7.7% |
| 3M | +6.6% | +41.1% | -34.5% | +3.7% |
| 6M | +17.1% | +48.6% | -31.5% | +13.3% |
| YTD | +19.0% | +15.0% | +4.1% | +17.6% |
| 1Y | +21.8% | +38.1% | -16.3% | +17.5% |
| 3Y | +6.4% | +21.4% | -14.9% | -0.8% |
| All | +6.4% | +18.7% | -12.2% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 3y: compounded portfolio wealth divided by compounded IQV 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…
3y analysis · Full analysis span regression · 6 months rolling