+965.2%
APH vs IQV
+257.0%
+708.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.6% | +5.6% | +7.2% |
| 7D | +1.1% | +7.9% | -6.8% | -1.8% |
| 30D | -7.5% | +7.3% | -14.8% | -10.1% |
| 3M | -4.4% | +16.8% | -21.3% | -10.4% |
| 6M | +26.5% | +56.0% | -29.6% | +3.4% |
| YTD | +20.0% | +23.7% | -3.7% | +6.5% |
| 1Y | +16.9% | +32.5% | -15.6% | +0.4% |
| 3Y | +288.5% | +45.3% | +243.2% | +203.5% |
| 5Y | +310.3% | +10.7% | +299.6% | +259.7% |
| All | +965.2% | +257.0% | +708.2% | +473.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling