-43.1%
KHC vs IQV
+269.4%
-312.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.4% |
| 7D | -1.8% | +2.3% | -4.1% | -2.3% |
| 30D | -1.9% | +13.4% | -15.3% | -4.7% |
| 3M | +14.4% | +43.3% | -28.9% | +5.2% |
| 6M | +8.7% | +50.5% | -41.8% | -1.6% |
| YTD | +7.8% | +18.8% | -11.0% | +2.2% |
| 1Y | -1.5% | +45.5% | -47.0% | -11.4% |
| 3Y | -9.9% | +19.4% | -29.2% | -17.2% |
| 5Y | -10.7% | +1.7% | -12.5% | -16.3% |
| 10Y | -55.7% | +247.9% | -303.6% | -72.9% |
| All | -43.1% | +269.4% | -312.6% | -65.5% |
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