+81.6%
KO vs IQV
-1.8%
+83.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -1.1% | -5.3% | +4.2% | -0.6% |
| 30D | +1.6% | +5.5% | -4.0% | +1.0% |
| 3M | +5.8% | +41.2% | -35.5% | +2.3% |
| 6M | +14.3% | +50.5% | -36.2% | +9.7% |
| YTD | +27.3% | +14.1% | +13.2% | +25.4% |
| 1Y | +33.2% | +39.9% | -6.8% | +27.7% |
| 3Y | +64.5% | +20.5% | +44.0% | +58.7% |
| All | +81.6% | -1.8% | +83.5% | +75.9% |
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