+175.6%
APA vs INDA
+5.9%
+169.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.8% | +3.4% |
| 7D | +0.3% | -2.6% | +2.9% | +1.5% |
| 30D | +9.3% | -2.9% | +12.2% | +10.7% |
| 3M | +23.3% | +2.4% | +21.0% | +21.2% |
| 6M | +39.5% | -2.6% | +42.1% | +39.6% |
| YTD | +87.6% | -10.0% | +97.6% | +98.5% |
| 1Y | +114.2% | -7.7% | +121.9% | +121.5% |
| 3Y | +13.6% | +8.9% | +4.7% | -2.0% |
| 5Y | +175.6% | +6.0% | +169.6% | +159.1% |
| All | +175.6% | +5.9% | +169.7% | +159.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling