+292.4%
AAOI vs IQV
+41.8%
+250.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +2.1% |
| 7D | -0.2% | -2.2% | +2.1% | -0.3% |
| 30D | -23.7% | +8.3% | -32.0% | -23.3% |
| 3M | -39.0% | +44.6% | -83.6% | -41.3% |
| 6M | -17.0% | +52.6% | -69.6% | -22.0% |
| YTD | +202.2% | +16.1% | +186.1% | +205.9% |
| 1Y | +292.4% | +37.3% | +255.1% | +248.1% |
| All | +292.4% | +41.8% | +250.6% | +248.1% |
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