-29.8%
KKR vs IQV
+41.8%
-71.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.3% |
| 7D | -6.2% | -2.2% | -3.9% | -5.6% |
| 30D | -8.9% | +8.3% | -17.2% | -10.9% |
| 3M | +6.3% | +44.6% | -38.3% | -5.6% |
| 6M | +16.5% | +52.6% | -36.1% | +1.0% |
| YTD | -20.3% | +16.1% | -36.4% | -20.8% |
| 1Y | -29.8% | +37.3% | -67.1% | -32.7% |
| All | -29.8% | +41.8% | -71.6% | -32.7% |
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 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