+90.1%
KEYS vs IQV
-0.1%
+90.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +3.4% |
| 7D | +3.5% | -2.2% | +5.7% | +4.3% |
| 30D | -4.5% | +8.3% | -12.8% | -7.3% |
| 3M | -0.4% | +44.6% | -45.0% | -14.8% |
| 6M | +19.1% | +52.6% | -33.4% | -1.9% |
| YTD | +66.7% | +16.1% | +50.5% | +53.4% |
| 1Y | +96.5% | +37.3% | +59.2% | +66.1% |
| 3Y | +155.2% | +21.6% | +133.6% | +121.0% |
| All | +90.1% | -0.1% | +90.2% | +79.4% |
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 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