+252.8%
KEY vs IQV
+511.9%
-259.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +1.0% |
| 7D | +2.2% | +2.3% | -0.1% | +1.1% |
| 30D | -3.0% | +13.4% | -16.5% | -9.1% |
| 3M | +3.3% | +43.3% | -40.0% | -15.0% |
| 6M | +9.2% | +50.5% | -41.3% | -13.8% |
| YTD | +10.6% | +18.8% | -8.1% | -2.7% |
| 1Y | +20.4% | +45.5% | -25.1% | -6.2% |
| 3Y | +121.8% | +19.4% | +102.5% | +85.0% |
| 5Y | +41.1% | +1.7% | +39.4% | +25.2% |
| 10Y | +168.5% | +247.9% | -79.4% | +22.7% |
| All | +252.8% | +511.9% | -259.1% | +32.2% |
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