-19.3%
AFRM vs IQV
+46.0%
-65.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -2.1% |
| 7D | -7.0% | +2.3% | -9.3% | -7.7% |
| 30D | -7.8% | +13.4% | -21.2% | -11.8% |
| 3M | +5.3% | +43.3% | -38.0% | -9.6% |
| 6M | +42.6% | +50.5% | -7.9% | +19.6% |
| YTD | -2.8% | +18.8% | -21.6% | -12.0% |
| 1Y | -19.3% | +45.5% | -64.8% | -29.0% |
| All | -19.3% | +46.0% | -65.3% | -29.0% |
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