+40.8%
KEY vs IQV
-1.9%
+42.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -0.6% |
| 7D | +2.7% | +0.3% | +2.4% | +2.6% |
| 30D | -3.2% | +8.6% | -11.8% | -6.2% |
| 3M | +1.0% | +41.1% | -40.2% | -12.3% |
| 6M | +11.9% | +48.6% | -36.7% | -5.8% |
| YTD | +8.7% | +15.0% | -6.3% | +0.8% |
| 1Y | +18.5% | +38.1% | -19.6% | +0.3% |
| 3Y | +124.0% | +21.4% | +102.6% | +93.8% |
| 5Y | +40.8% | -1.0% | +41.9% | +22.0% |
| All | +40.8% | -1.9% | +42.7% | +22.0% |
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