+35.8%
KNX vs IQV
+22.1%
+13.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.3% | -2.0% |
| 7D | -5.6% | -2.2% | -3.3% | -5.0% |
| 30D | -4.4% | +8.3% | -12.7% | -6.5% |
| 3M | -17.3% | +44.6% | -61.9% | -25.9% |
| 6M | +22.6% | +52.6% | -29.9% | +7.2% |
| YTD | +31.1% | +16.1% | +15.0% | +24.8% |
| 1Y | +60.2% | +37.3% | +22.9% | +43.1% |
| 3Y | +35.8% | +21.6% | +14.2% | +22.2% |
| All | +35.8% | +22.1% | +13.7% | +22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling