-22.5%
KWEB vs IQV
+242.6%
-265.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.1% | 0.0% |
| 7D | -5.6% | -2.2% | -3.3% | -4.7% |
| 30D | -10.7% | +8.3% | -19.0% | -13.5% |
| 3M | -7.4% | +44.6% | -52.0% | -20.6% |
| 6M | -19.3% | +52.6% | -71.9% | -33.1% |
| YTD | -27.8% | +16.1% | -43.9% | -33.7% |
| 1Y | -35.9% | +37.3% | -73.2% | -45.5% |
| 3Y | -1.9% | +21.6% | -23.5% | -16.1% |
| 5Y | -43.2% | +0.5% | -43.7% | -47.8% |
| All | -22.5% | +242.6% | -265.1% | -56.9% |
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 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