+11.9%
APH vs IQV
+29.1%
-17.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.9% |
| 7D | -5.0% | +4.8% | -9.8% | -5.2% |
| 30D | -8.4% | +5.9% | -14.2% | -8.5% |
| 3M | -4.5% | +13.7% | -18.2% | -4.9% |
| 6M | +25.3% | +54.0% | -28.7% | +20.9% |
| YTD | +18.9% | +22.1% | -3.1% | +19.0% |
| 1Y | +11.9% | +29.1% | -17.2% | +11.4% |
| All | +11.9% | +29.1% | -17.1% | +11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling