-35.3%
KEEL vs IQV
-0.1%
-35.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.0% | +2.4% |
| 7D | +2.9% | -2.2% | +5.1% | +4.5% |
| 30D | +0.8% | +8.3% | -7.5% | -5.5% |
| 3M | -35.3% | +44.6% | -79.9% | -56.2% |
| 6M | +59.4% | +52.6% | +6.8% | +0.1% |
| YTD | +51.9% | +16.1% | +35.8% | +23.2% |
| 1Y | +75.0% | +37.3% | +37.7% | +15.6% |
| 3Y | +224.5% | +21.6% | +203.0% | +134.5% |
| All | -35.3% | -0.1% | -35.2% | -39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling