+476.6%
KDP vs IQV
+511.9%
-35.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.6% |
| 7D | +1.3% | +2.3% | -1.0% | +0.8% |
| 30D | +6.0% | +13.4% | -7.5% | +3.5% |
| 3M | +9.2% | +43.3% | -34.1% | +1.8% |
| 6M | +14.7% | +50.5% | -35.8% | +5.4% |
| YTD | +19.2% | +18.8% | +0.4% | +14.1% |
| 1Y | +15.2% | +45.5% | -30.3% | +5.4% |
| 3Y | +6.0% | +19.4% | -13.4% | -1.1% |
| 5Y | +5.4% | +1.7% | +3.7% | +0.3% |
| 10Y | +171.9% | +247.9% | -76.1% | +93.8% |
| All | +476.6% | +511.9% | -35.3% | +269.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling