+133.4%
KR vs IQV
+242.6%
-109.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +2.6% |
| 7D | -0.2% | -2.2% | +2.1% | -0.1% |
| 30D | +5.1% | +8.3% | -3.2% | +4.7% |
| 3M | -8.2% | +44.6% | -52.7% | -9.5% |
| 6M | -18.0% | +52.6% | -70.6% | -19.4% |
| YTD | -4.8% | +16.1% | -20.9% | -5.6% |
| 1Y | -11.0% | +37.3% | -48.3% | -12.5% |
| 3Y | +37.7% | +21.6% | +16.1% | +36.0% |
| 5Y | +52.8% | +0.5% | +52.3% | +50.9% |
| All | +133.4% | +242.6% | -109.2% | +117.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling