+5,159.7%
KLAC vs IQV
+488.0%
+4,671.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.3% | -3.2% |
| 7D | +2.5% | -5.3% | +7.7% | +5.1% |
| 30D | -11.5% | +5.5% | -17.0% | -14.1% |
| 3M | -16.9% | +41.2% | -58.2% | -32.9% |
| 6M | +22.2% | +50.5% | -28.3% | -6.4% |
| YTD | +46.4% | +14.1% | +32.2% | +29.5% |
| 1Y | +91.0% | +39.9% | +51.1% | +49.6% |
| 3Y | +264.6% | +20.5% | +244.1% | +196.4% |
| 5Y | +430.6% | -1.2% | +431.8% | +381.0% |
| 10Y | +2,889.3% | +233.9% | +2,655.4% | +1,390.7% |
| All | +5,159.7% | +488.0% | +4,671.7% | +2,148.2% |
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