+175.6%
APA vs IQV
-1.9%
+177.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.8% | +3.2% |
| 7D | +0.3% | -2.6% | +2.9% | +1.1% |
| 30D | +9.3% | +6.2% | +3.1% | +7.2% |
| 3M | +23.3% | +38.0% | -14.6% | +10.3% |
| 6M | +39.5% | +43.9% | -4.4% | +21.6% |
| YTD | +87.6% | +14.0% | +73.6% | +76.7% |
| 1Y | +114.2% | +35.5% | +78.7% | +87.2% |
| 3Y | +13.6% | +20.3% | -6.8% | -1.1% |
| 5Y | +175.6% | -1.6% | +177.2% | +150.9% |
| All | +175.6% | -1.9% | +177.5% | +150.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling