+957.8%
AAOI vs IQV
+486.1%
+471.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.0% |
| 7D | -0.2% | -2.2% | +2.1% | +1.0% |
| 30D | -23.7% | +8.3% | -32.0% | -27.7% |
| 3M | -39.0% | +44.6% | -83.6% | -54.0% |
| 6M | -17.0% | +52.6% | -69.6% | -41.3% |
| YTD | +202.2% | +16.1% | +186.1% | +152.3% |
| 1Y | +292.4% | +37.3% | +255.1% | +191.7% |
| 3Y | +804.4% | +21.6% | +782.8% | +627.1% |
| 5Y | +1,318.0% | +0.5% | +1,317.5% | +1,177.2% |
| 10Y | +436.7% | +239.7% | +197.1% | +122.6% |
| All | +957.8% | +486.1% | +471.7% | +235.6% |
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