+76.5%
KMB vs IQV
+505.9%
-429.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +2.4% |
| 7D | +0.9% | -2.5% | +3.4% | +1.3% |
| 30D | +10.1% | +1.2% | +8.9% | +9.8% |
| 3M | 0.0% | +9.8% | -9.7% | -1.5% |
| 6M | +15.7% | +53.8% | -38.1% | +7.8% |
| YTD | +12.6% | +17.6% | -5.0% | +8.6% |
| 1Y | +10.1% | +18.6% | -8.5% | +6.0% |
| 3Y | +2.1% | +36.9% | -34.7% | -5.9% |
| 5Y | -0.7% | +4.1% | -4.8% | -5.3% |
| 10Y | +38.5% | +243.7% | -205.2% | +0.6% |
| All | +76.5% | +505.9% | -429.3% | +14.0% |
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