+17.2%
APA vs INDA
+8.1%
+9.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.8% | +2.9% |
| 7D | +0.3% | -2.6% | +2.9% | +0.3% |
| 30D | +9.3% | -2.9% | +12.2% | +9.3% |
| 3M | +23.3% | +2.4% | +21.0% | +23.0% |
| 6M | +39.5% | -2.6% | +42.1% | +40.8% |
| YTD | +87.6% | -10.0% | +97.6% | +96.1% |
| 1Y | +114.2% | -7.7% | +121.9% | +120.2% |
| All | +17.2% | +8.1% | +9.1% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling