+31.4%
APTV vs IQV
+492.3%
-460.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.2% | -1.4% | -2.8% |
| 7D | +2.0% | +0.3% | +1.6% | +1.8% |
| 30D | -7.7% | +8.6% | -16.3% | -12.0% |
| 3M | -34.0% | +41.1% | -75.1% | -46.5% |
| 6M | -37.1% | +48.6% | -85.7% | -51.5% |
| YTD | -39.9% | +15.0% | -54.9% | -46.9% |
| 1Y | -44.4% | +38.1% | -82.5% | -56.4% |
| 3Y | -54.5% | +21.4% | -75.9% | -63.2% |
| 5Y | -69.1% | -1.0% | -68.1% | -71.9% |
| 10Y | -20.0% | +233.0% | -253.0% | -62.4% |
| All | +31.4% | +492.3% | -460.9% | -49.9% |
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