+44.2%
KGC vs IQV
+46.0%
-1.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.1% |
| 7D | -1.3% | +2.3% | -3.6% | -1.6% |
| 30D | +20.3% | +13.4% | +6.8% | +18.3% |
| 3M | +8.1% | +43.3% | -35.2% | +3.6% |
| 6M | -8.8% | +50.5% | -59.3% | -13.4% |
| YTD | +10.1% | +18.8% | -8.7% | +6.7% |
| 1Y | +44.2% | +45.5% | -1.2% | +34.2% |
| All | +44.2% | +46.0% | -1.7% | +34.2% |
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