+216.2%
KO vs IQV
+498.2%
-282.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.2% |
| 7D | +0.2% | -2.2% | +2.5% | +0.6% |
| 30D | +1.8% | +8.3% | -6.5% | +0.4% |
| 3M | +7.7% | +44.6% | -36.9% | +0.7% |
| 6M | +15.3% | +52.6% | -37.3% | +6.2% |
| YTD | +28.0% | +16.1% | +11.8% | +23.3% |
| 1Y | +34.3% | +37.3% | -3.0% | +24.8% |
| 3Y | +63.8% | +21.6% | +42.2% | +52.4% |
| 5Y | +84.1% | +0.5% | +83.6% | +75.9% |
| 10Y | +185.4% | +239.7% | -54.2% | +108.2% |
| All | +216.2% | +498.2% | -282.0% | +114.8% |
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