+1,041.3%
APH vs IQV
+234.0%
+807.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | 0.0% |
| 7D | +0.2% | +0.3% | -0.1% | 0.0% |
| 30D | -3.3% | +8.6% | -11.9% | -6.6% |
| 3M | +14.0% | +41.1% | -27.1% | -2.4% |
| 6M | +24.4% | +48.6% | -24.1% | +3.0% |
| YTD | +21.4% | +15.0% | +6.4% | +11.1% |
| 1Y | +48.9% | +38.1% | +10.8% | +24.8% |
| 3Y | +290.1% | +21.4% | +268.7% | +231.2% |
| 5Y | +352.8% | -1.0% | +353.8% | +317.1% |
| 10Y | +1,041.3% | +233.0% | +808.3% | +537.1% |
| All | +1,041.3% | +234.0% | +807.3% | +537.1% |
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