+1,627.1%
APH vs IQV
+521.2%
+1,105.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.5% | +3.1% |
| 7D | -5.9% | +1.7% | -7.6% | -6.6% |
| 30D | -14.8% | +5.3% | -20.1% | -16.6% |
| 3M | -12.4% | +17.0% | -29.4% | -18.0% |
| 6M | +8.1% | +54.0% | -46.0% | -11.1% |
| YTD | +10.9% | +20.6% | -9.6% | -0.6% |
| 1Y | +8.8% | +28.9% | -20.1% | -5.4% |
| 3Y | +262.1% | +37.0% | +225.1% | +192.0% |
| 5Y | +283.1% | +10.0% | +273.2% | +236.2% |
| 10Y | +908.1% | +274.5% | +633.6% | +416.9% |
| All | +1,627.1% | +521.2% | +1,105.9% | +643.7% |
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 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