+547.6%
KDP vs IQV
+505.9%
+41.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.8% | +3.0% |
| 7D | -0.8% | -2.5% | +1.7% | -0.4% |
| 30D | +9.7% | +1.2% | +8.5% | +9.4% |
| 3M | +17.6% | +9.8% | +7.8% | +15.4% |
| 6M | +25.8% | +53.8% | -28.0% | +15.4% |
| YTD | +33.9% | +17.6% | +16.3% | +28.1% |
| 1Y | +38.9% | +18.6% | +20.3% | +32.6% |
| 3Y | +26.8% | +36.9% | -10.1% | +14.5% |
| 5Y | +16.3% | +4.1% | +12.2% | +9.9% |
| 10Y | +248.1% | +243.7% | +4.4% | +148.4% |
| All | +547.6% | +505.9% | +41.8% | +315.3% |
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