+107.2%
APA vs INDA
-7.3%
+114.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.7% | -9.6% | -3.7% |
| 7D | -13.0% | +6.9% | -19.9% | -5.8% |
| 30D | +2.0% | +7.4% | -5.5% | +11.0% |
| 3M | +24.9% | -1.0% | +25.9% | +23.9% |
| 6M | +7.2% | +2.9% | +4.3% | +12.3% |
| YTD | +87.1% | -7.4% | +94.5% | +91.0% |
| 1Y | +107.2% | -7.4% | +114.5% | +111.3% |
| All | +107.2% | -7.3% | +114.5% | +111.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling