-27.1%
RKT vs IQV
+62.6%
-89.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -1.0% |
| 7D | -6.3% | -2.2% | -4.0% | -5.2% |
| 30D | -6.2% | +8.3% | -14.5% | -10.0% |
| 3M | -1.9% | +44.6% | -46.4% | -19.6% |
| 6M | -13.0% | +52.6% | -65.6% | -31.4% |
| YTD | -31.9% | +16.1% | -48.1% | -38.7% |
| 1Y | -37.6% | +37.3% | -74.8% | -49.1% |
| 3Y | +36.8% | +21.6% | +15.2% | +15.2% |
| 5Y | -9.7% | +0.5% | -10.2% | -20.6% |
| All | -27.1% | +62.6% | -89.7% | -46.8% |
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