+243.9%
APLD vs IQV
+16.3%
+227.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.5% |
| 7D | -6.3% | +4.8% | -11.1% | -8.7% |
| 30D | -29.6% | +5.9% | -35.4% | -31.4% |
| 3M | -42.6% | +13.7% | -56.3% | -46.7% |
| 6M | -59.6% | +54.0% | -113.5% | -70.4% |
| YTD | -32.0% | +22.1% | -54.0% | -42.3% |
| 1Y | -46.9% | +29.1% | -76.1% | -57.3% |
| 3Y | +255.7% | +40.4% | +215.3% | +136.1% |
| All | +243.9% | +16.3% | +227.6% | +169.6% |
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