-10.4%
RKT vs IQV
+25.1%
-35.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.5% | +8.2% | +8.5% |
| 7D | +29.7% | -5.5% | +35.2% | +31.9% |
| 30D | +28.5% | -0.9% | +29.4% | +28.4% |
| 3M | +6.4% | +15.6% | -9.2% | +0.7% |
| 6M | +7.1% | +63.9% | -56.8% | -10.8% |
| YTD | -22.5% | +17.0% | -39.5% | -32.8% |
| 1Y | -10.4% | +25.0% | -35.5% | -30.7% |
| All | -10.4% | +25.1% | -35.5% | -30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling