+313.1%
KGC vs IQV
+505.9%
-192.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.5% | +0.6% |
| 7D | -6.7% | -2.5% | -4.2% | -6.2% |
| 30D | -6.7% | +1.2% | -7.8% | -6.8% |
| 3M | -22.6% | +9.8% | -32.3% | -23.9% |
| 6M | -33.4% | +53.8% | -87.2% | -38.7% |
| YTD | -26.0% | +17.6% | -43.6% | -28.9% |
| 1Y | -18.3% | +18.6% | -36.9% | -21.6% |
| 3Y | +315.8% | +36.9% | +278.9% | +281.6% |
| 5Y | +225.7% | +4.1% | +221.6% | +211.3% |
| 10Y | +610.5% | +243.7% | +366.7% | +481.8% |
| All | +313.1% | +505.9% | -192.8% | +231.7% |
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