-13.3%
AFRM vs IQV
+29.1%
-42.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.7% | -2.6% |
| 7D | -8.4% | +4.8% | -13.1% | -10.0% |
| 30D | -18.3% | +5.9% | -24.2% | -20.2% |
| 3M | -12.7% | +13.7% | -26.4% | -16.9% |
| 6M | +3.0% | +54.0% | -50.9% | -15.1% |
| YTD | -11.4% | +22.1% | -33.5% | -21.7% |
| 1Y | -13.3% | +29.1% | -42.5% | -26.6% |
| All | -13.3% | +29.1% | -42.4% | -26.6% |
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 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