+129.5%
KMI vs IQV
+242.6%
-113.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.8% |
| 7D | -1.7% | -2.2% | +0.5% | -1.1% |
| 30D | -2.7% | +8.3% | -11.0% | -5.3% |
| 3M | -0.7% | +44.6% | -45.3% | -12.6% |
| 6M | -5.0% | +52.6% | -57.5% | -18.7% |
| YTD | +15.5% | +16.1% | -0.7% | +7.2% |
| 1Y | +16.4% | +37.3% | -20.8% | +0.9% |
| 3Y | +114.2% | +21.6% | +92.6% | +85.3% |
| 5Y | +153.3% | +0.5% | +152.8% | +131.2% |
| All | +129.5% | +242.6% | -113.1% | +13.5% |
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 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