-20.3%
APA vs IQV
+519.5%
-539.8%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.6% |
| 7D | +9.6% | +2.4% | +7.3% | +8.3% |
| 30D | -0.2% | +4.0% | -4.2% | -2.3% |
| 3M | +19.8% | +12.2% | +7.7% | +12.7% |
| 6M | +30.1% | +54.9% | -24.8% | +2.0% |
| YTD | +100.4% | +20.3% | +80.1% | +74.0% |
| 1Y | +105.2% | +22.7% | +82.5% | +75.9% |
| 3Y | +44.6% | +38.3% | +6.3% | +9.0% |
| 5Y | +88.8% | +6.5% | +82.4% | +60.9% |
| 10Y | +6.6% | +251.5% | -244.9% | -47.7% |
| All | -20.3% | +519.5% | -539.8% | -64.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling