+1,813.7%
APH vs IQV
+511.9%
+1,301.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.4% |
| 7D | +5.0% | +2.3% | +2.7% | +4.0% |
| 30D | -3.9% | +13.4% | -17.3% | -8.6% |
| 3M | +13.0% | +43.3% | -30.3% | -3.7% |
| 6M | +25.2% | +50.5% | -25.4% | +3.4% |
| YTD | +22.9% | +18.8% | +4.1% | +11.1% |
| 1Y | +47.8% | +45.5% | +2.4% | +21.6% |
| 3Y | +283.0% | +19.4% | +263.7% | +229.9% |
| 5Y | +349.7% | +1.7% | +347.9% | +309.3% |
| 10Y | +1,061.2% | +247.9% | +813.3% | +512.6% |
| All | +1,813.7% | +511.9% | +1,301.8% | +731.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling