+1.9%
AKAM vs IQV
+22.1%
-20.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -0.7% |
| 7D | +1.5% | -2.2% | +3.7% | +2.0% |
| 30D | -13.0% | +8.3% | -21.3% | -14.6% |
| 3M | -19.4% | +44.6% | -64.0% | -27.1% |
| 6M | +0.3% | +52.6% | -52.3% | -11.2% |
| YTD | +22.4% | +16.1% | +6.3% | +17.2% |
| 1Y | +34.8% | +37.3% | -2.4% | +22.5% |
| 3Y | +1.9% | +21.6% | -19.6% | -9.8% |
| All | +1.9% | +22.1% | -20.1% | -9.8% |
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