+96.5%
KEYS vs IQV
+41.8%
+54.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +4.1% |
| 7D | +3.5% | -2.2% | +5.7% | +3.4% |
| 30D | -4.5% | +8.3% | -12.8% | -4.1% |
| 3M | -0.4% | +44.6% | -45.0% | -0.7% |
| 6M | +19.1% | +52.6% | -33.4% | +17.4% |
| YTD | +66.7% | +16.1% | +50.5% | +71.7% |
| 1Y | +96.5% | +37.3% | +59.2% | +94.1% |
| All | +96.5% | +41.8% | +54.7% | +94.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling