+382.8%
KNX vs IQV
+488.0%
-105.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -0.5% | -5.3% | +4.8% | +1.4% |
| 30D | +1.0% | +5.5% | -4.5% | -1.0% |
| 3M | -12.6% | +41.2% | -53.9% | -23.6% |
| 6M | +21.1% | +50.5% | -29.4% | +2.3% |
| YTD | +33.2% | +14.1% | +19.0% | +23.9% |
| 1Y | +67.8% | +39.9% | +27.8% | +43.7% |
| 3Y | +37.3% | +20.5% | +16.8% | +20.8% |
| 5Y | +41.1% | -1.2% | +42.3% | +31.2% |
| 10Y | +170.6% | +233.9% | -63.2% | +55.1% |
| All | +382.8% | +488.0% | -105.2% | +137.1% |
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