+327.1%
KR vs IQV
+488.0%
-160.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -2.7% | -5.3% | +2.6% | -2.3% |
| 30D | +1.9% | +5.5% | -3.6% | +1.5% |
| 3M | -11.0% | +41.2% | -52.3% | -13.2% |
| 6M | -20.2% | +50.5% | -70.7% | -22.6% |
| YTD | -7.3% | +14.1% | -21.4% | -8.5% |
| 1Y | -13.1% | +39.9% | -53.0% | -15.7% |
| 3Y | +29.7% | +20.5% | +9.2% | +26.6% |
| 5Y | +48.8% | -1.2% | +50.0% | +46.3% |
| 10Y | +122.8% | +233.9% | -111.1% | +78.4% |
| All | +327.1% | +488.0% | -160.9% | +197.5% |
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 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