+125.3%
KEY vs IQV
+42.6%
+82.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | +0.5% | +4.8% | -4.3% | -0.7% |
| 30D | +6.9% | +5.9% | +1.0% | +5.2% |
| 3M | -5.0% | +13.7% | -18.7% | -8.3% |
| 6M | +0.7% | +54.0% | -53.2% | -11.5% |
| YTD | +6.5% | +22.1% | -15.6% | 0.0% |
| 1Y | +22.6% | +29.1% | -6.5% | +12.5% |
| 3Y | +125.3% | +40.4% | +84.9% | +61.4% |
| All | +125.3% | +42.6% | +82.7% | +61.4% |
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