-69.3%
APTV vs IQV
-0.1%
-69.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -1.1% |
| 7D | -5.0% | -2.2% | -2.8% | -4.0% |
| 30D | -6.1% | +8.3% | -14.4% | -9.6% |
| 3M | -33.0% | +44.6% | -77.6% | -44.3% |
| 6M | -35.2% | +52.6% | -87.8% | -48.4% |
| YTD | -40.1% | +16.1% | -56.3% | -45.5% |
| 1Y | -45.6% | +37.3% | -82.9% | -55.2% |
| 3Y | -54.4% | +21.6% | -75.9% | -61.2% |
| All | -69.3% | -0.1% | -69.1% | -72.2% |
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