+255.7%
APLD vs IQV
+42.6%
+213.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.2% |
| 7D | -6.3% | +4.8% | -11.1% | -7.6% |
| 30D | -29.6% | +5.9% | -35.4% | -30.5% |
| 3M | -42.6% | +13.7% | -56.3% | -44.6% |
| 6M | -59.6% | +54.0% | -113.5% | -65.6% |
| YTD | -32.0% | +22.1% | -54.0% | -37.3% |
| 1Y | -46.9% | +29.1% | -76.1% | -52.5% |
| 3Y | +255.7% | +40.4% | +215.3% | +123.7% |
| All | +255.7% | +42.6% | +213.0% | +123.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling