+799.9%
APH vs IQV
+511.9%
+288.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.5% | -50.3% | -48.7% |
| 7D | -48.7% | +2.1% | -50.8% | -49.5% |
| 30D | -51.9% | +13.4% | -65.4% | -54.7% |
| 3M | -43.6% | +43.3% | -86.8% | -52.3% |
| 6M | -37.5% | +50.5% | -88.1% | -48.8% |
| YTD | -38.6% | +18.8% | -57.4% | -45.0% |
| 1Y | -26.3% | +45.5% | -71.8% | -39.9% |
| 3Y | +89.2% | +19.4% | +69.8% | +61.6% |
| 5Y | +119.8% | +1.7% | +118.1% | +98.4% |
| 10Y | +454.3% | +247.9% | +206.3% | +190.0% |
| All | +799.9% | +511.9% | +288.0% | +287.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling