+930.0%
APH vs IQV
+242.6%
+687.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -0.9% |
| 7D | +4.9% | -2.5% | +7.3% | +6.0% |
| 30D | -5.4% | +1.2% | -6.6% | -5.9% |
| 3M | -5.5% | +9.8% | -15.2% | -9.2% |
| 6M | +25.9% | +53.8% | -27.9% | +3.3% |
| YTD | +16.4% | +17.6% | -1.3% | +5.3% |
| 1Y | +16.5% | +18.6% | -2.1% | +4.9% |
| 3Y | +270.9% | +36.9% | +234.0% | +196.8% |
| 5Y | +289.5% | +4.1% | +285.4% | +250.2% |
| All | +930.0% | +242.6% | +687.4% | +462.8% |
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