-4.3%
KGC vs IQV
+25.1%
-29.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.5% | +7.0% | +7.4% |
| 7D | -6.8% | -5.5% | -1.3% | -6.0% |
| 30D | -9.2% | -0.9% | -8.3% | -9.0% |
| 3M | -9.1% | +15.6% | -24.7% | -10.7% |
| 6M | -25.7% | +63.9% | -89.6% | -30.4% |
| YTD | -23.6% | +17.0% | -40.7% | -26.5% |
| 1Y | -4.3% | +25.0% | -29.3% | -10.1% |
| All | -4.3% | +25.1% | -29.4% | -10.1% |
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