+107.2%
APA vs IQV
+25.1%
+82.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.5% | -7.3% | -6.9% |
| 7D | -13.0% | -5.5% | -7.5% | -13.0% |
| 30D | +2.0% | -0.9% | +2.8% | +2.0% |
| 3M | +24.9% | +15.6% | +9.3% | +24.9% |
| 6M | +7.2% | +63.9% | -56.7% | +7.0% |
| YTD | +87.1% | +17.0% | +70.1% | +86.6% |
| 1Y | +107.2% | +25.0% | +82.1% | +101.0% |
| All | +107.2% | +25.1% | +82.1% | +101.0% |
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