+129.2%
APO vs IQV
-0.1%
+129.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.1% |
| 7D | -3.5% | -2.2% | -1.3% | -2.6% |
| 30D | -6.6% | +8.3% | -14.9% | -9.7% |
| 3M | -3.3% | +44.6% | -47.9% | -18.6% |
| 6M | +22.6% | +52.6% | -30.0% | -0.2% |
| YTD | -9.8% | +16.1% | -25.9% | -17.1% |
| 1Y | -3.9% | +37.3% | -41.2% | -19.5% |
| 3Y | +52.5% | +21.6% | +30.9% | +29.0% |
| All | +129.2% | -0.1% | +129.3% | +110.8% |
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