+2,200.0%
AAPL vs INDA
+111.6%
+2,088.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.5% | -0.4% |
| 7D | -2.7% | -1.0% | -1.8% | -2.3% |
| 30D | +1.0% | -2.5% | +3.6% | +2.3% |
| 3M | +5.0% | +4.0% | +1.0% | +2.9% |
| 6M | +23.0% | -1.8% | +24.8% | +23.9% |
| YTD | +16.6% | -9.2% | +25.8% | +22.1% |
| 1Y | +33.4% | -7.2% | +40.6% | +38.0% |
| 3Y | +79.9% | +9.8% | +70.0% | +71.0% |
| 5Y | +109.0% | +7.5% | +101.5% | +101.0% |
| 10Y | +1,210.4% | +80.8% | +1,129.7% | +892.7% |
| All | +2,200.0% | +111.6% | +2,088.4% | +1,580.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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