-45.6%
APTV vs IQV
+41.8%
-87.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -0.6% |
| 7D | -5.0% | -2.2% | -2.8% | -4.6% |
| 30D | -6.1% | +8.3% | -14.4% | -7.3% |
| 3M | -33.0% | +44.6% | -77.6% | -36.5% |
| 6M | -35.2% | +52.6% | -87.8% | -39.2% |
| YTD | -40.1% | +16.1% | -56.3% | -39.6% |
| 1Y | -45.6% | +37.3% | -82.9% | -47.8% |
| All | -45.6% | +41.8% | -87.4% | -47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling