-37.5%
APH vs IQV
+53.2%
-90.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.5% | -50.3% | -47.3% |
| 7D | -48.7% | +2.1% | -50.8% | -48.3% |
| 30D | -51.9% | +13.4% | -65.4% | -51.2% |
| 3M | -43.6% | +43.3% | -86.8% | -42.9% |
| 6M | -37.5% | +50.5% | -88.1% | -36.4% |
| All | -37.5% | +53.2% | -90.8% | -36.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling