+916.7%
APO vs IQV
+242.6%
+674.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.1% |
| 7D | -3.5% | -2.2% | -1.3% | -2.4% |
| 30D | -6.6% | +8.3% | -14.9% | -10.6% |
| 3M | -3.3% | +44.6% | -47.9% | -22.4% |
| 6M | +22.6% | +52.6% | -30.0% | -5.7% |
| YTD | -9.8% | +16.1% | -25.9% | -20.1% |
| 1Y | -3.9% | +37.3% | -41.2% | -23.6% |
| 3Y | +52.5% | +21.6% | +30.9% | +22.4% |
| 5Y | +134.0% | +0.5% | +133.5% | +109.5% |
| All | +916.7% | +242.6% | +674.1% | +374.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling