-30.7%
APLD vs IQV
+21.2%
-52.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.2% | -3.6% | -5.5% |
| 7D | +2.7% | -2.5% | +5.2% | +3.1% |
| 30D | -21.4% | +1.2% | -22.6% | -21.2% |
| 3M | -47.8% | +9.8% | -57.6% | -48.0% |
| 6M | -64.9% | +53.8% | -118.7% | -67.8% |
| YTD | -34.9% | +17.6% | -52.5% | -38.4% |
| 1Y | -30.7% | +18.6% | -49.3% | -34.0% |
| All | -30.7% | +21.2% | -52.0% | -34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling