+36.9%
RKT vs IQV
+20.0%
+16.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -7.2% | -5.3% | -2.0% | -5.1% |
| 30D | -7.9% | +5.5% | -13.4% | -10.0% |
| 3M | +5.2% | +41.2% | -36.1% | -9.9% |
| 6M | -14.9% | +50.5% | -65.4% | -29.5% |
| YTD | -31.9% | +14.1% | -46.0% | -37.0% |
| 1Y | -36.9% | +39.9% | -76.8% | -47.3% |
| All | +36.9% | +20.0% | +16.9% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling