+241.0%
KEY vs IQV
+527.4%
-286.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -0.5% | +4.1% | -4.6% | -2.5% |
| 30D | +6.7% | +4.7% | +2.0% | +4.1% |
| 3M | -4.6% | +12.6% | -17.2% | -10.5% |
| 6M | +2.6% | +58.2% | -55.6% | -20.6% |
| YTD | +7.0% | +21.8% | -14.8% | -7.5% |
| 1Y | +23.5% | +25.6% | -2.2% | +4.9% |
| 3Y | +126.4% | +40.1% | +86.3% | +71.6% |
| 5Y | +13.0% | +8.7% | +4.3% | -3.4% |
| 10Y | +99.5% | +255.9% | -156.4% | -10.1% |
| All | +241.0% | +527.4% | -286.3% | +25.8% |
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