+150.6%
KMI vs IQV
-0.1%
+150.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.5% |
| 7D | -1.7% | -2.2% | +0.5% | -1.5% |
| 30D | -2.7% | +8.3% | -11.0% | -3.7% |
| 3M | -0.7% | +44.6% | -45.3% | -5.6% |
| 6M | -5.0% | +52.6% | -57.5% | -10.7% |
| YTD | +15.5% | +16.1% | -0.7% | +12.7% |
| 1Y | +16.4% | +37.3% | -20.8% | +9.9% |
| 3Y | +114.2% | +21.6% | +92.6% | +102.7% |
| All | +150.6% | -0.1% | +150.7% | +136.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling