+282.2%
APH vs IQV
+9.4%
+272.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.5% | +3.3% |
| 7D | -5.9% | +1.7% | -7.6% | -6.4% |
| 30D | -14.8% | +5.3% | -20.1% | -16.2% |
| 3M | -12.4% | +17.0% | -29.4% | -16.7% |
| 6M | +8.1% | +54.0% | -46.0% | -7.4% |
| YTD | +10.9% | +20.6% | -9.6% | +2.6% |
| 1Y | +8.8% | +28.9% | -20.1% | -2.1% |
| 3Y | +262.1% | +37.0% | +225.1% | +203.2% |
| All | +282.2% | +9.4% | +272.8% | +253.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling