+290.1%
APH vs IQV
+18.7%
+271.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.7% |
| 7D | +0.2% | +0.3% | -0.1% | +0.1% |
| 30D | -3.3% | +8.6% | -11.9% | -4.8% |
| 3M | +14.0% | +41.1% | -27.1% | +5.4% |
| 6M | +24.4% | +48.6% | -24.1% | +13.1% |
| YTD | +21.4% | +15.0% | +6.4% | +17.4% |
| 1Y | +48.9% | +38.1% | +10.8% | +36.5% |
| 3Y | +290.1% | +21.4% | +268.7% | +262.5% |
| All | +290.1% | +18.7% | +271.4% | +262.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling