+1,052.7%
KEYS vs IQV
+367.5%
+685.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.7% |
| 7D | +0.9% | -5.3% | +6.2% | +3.2% |
| 30D | -5.3% | +5.5% | -10.8% | -7.6% |
| 3M | +0.5% | +41.2% | -40.7% | -15.5% |
| 6M | +14.0% | +50.5% | -36.5% | -8.5% |
| YTD | +60.3% | +14.1% | +46.1% | +44.8% |
| 1Y | +91.3% | +39.9% | +51.4% | +55.7% |
| 3Y | +146.1% | +20.5% | +125.6% | +107.8% |
| 5Y | +80.8% | -1.2% | +82.0% | +65.9% |
| 10Y | +1,002.8% | +233.9% | +768.9% | +467.7% |
| All | +1,052.7% | +367.5% | +685.3% | +445.5% |
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