+20.4%
KWEB vs IQV
+460.4%
-440.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.6% |
| 3M | -7.4% | +44.6% | -52.0% | -21.2% |
| 6M | -19.3% | +52.6% | -71.9% | -33.6% |
| YTD | -27.8% | +16.1% | -43.9% | -34.0% |
| 1Y | -35.9% | +37.3% | -73.2% | -45.9% |
| 3Y | -1.9% | +21.6% | -23.5% | -16.7% |
| 5Y | -43.2% | +0.5% | -43.7% | -48.0% |
| 10Y | -21.2% | +239.7% | -260.8% | -61.2% |
| All | +20.4% | +460.4% | -440.0% | -54.9% |
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 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