+499.9%
KGC vs IQV
+492.3%
+7.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.7% |
| 7D | +2.4% | +0.3% | +2.1% | +2.4% |
| 30D | +9.2% | +8.6% | +0.6% | +7.7% |
| 3M | +16.7% | +41.1% | -24.4% | +9.4% |
| 6M | -7.0% | +48.6% | -55.6% | -14.0% |
| YTD | +7.5% | +15.0% | -7.5% | +3.8% |
| 1Y | +34.4% | +38.1% | -3.8% | +25.2% |
| 3Y | +552.0% | +21.4% | +530.6% | +512.5% |
| 5Y | +454.5% | -1.0% | +455.6% | +434.6% |
| 10Y | +658.7% | +233.0% | +425.7% | +525.7% |
| All | +499.9% | +492.3% | +7.5% | +384.3% |
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