-49.9%
KHC vs IQV
+242.6%
-292.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.8% | +3.0% |
| 7D | +2.0% | -2.5% | +4.5% | +2.5% |
| 30D | +10.6% | +1.2% | +9.4% | +10.2% |
| 3M | +0.5% | +9.8% | -9.3% | -1.8% |
| 6M | +12.1% | +53.8% | -41.7% | +1.5% |
| YTD | +8.9% | +17.6% | -8.7% | +3.4% |
| 1Y | +7.5% | +18.6% | -11.1% | +1.8% |
| 3Y | -10.7% | +36.9% | -47.6% | -20.7% |
| 5Y | -13.2% | +4.1% | -17.3% | -19.0% |
| All | -49.9% | +242.6% | -292.5% | -66.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling