+459.6%
APLD vs IQV
+8.6%
+451.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -3.7% |
| 7D | +9.0% | -2.6% | +11.6% | +10.4% |
| 30D | -6.6% | +6.2% | -12.8% | -10.1% |
| 3M | -35.2% | +38.0% | -73.2% | -48.9% |
| 6M | +0.4% | +43.9% | -43.5% | -24.3% |
| YTD | +10.7% | +14.0% | -3.3% | -2.7% |
| 1Y | +78.6% | +35.5% | +43.0% | +34.6% |
| 3Y | +423.9% | +20.3% | +403.6% | +301.2% |
| All | +459.6% | +8.6% | +451.0% | +355.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling