+85.4%
APA vs INDA
+10.5%
+75.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.8% | +3.7% |
| 7D | +5.1% | +3.1% | +1.9% | +3.9% |
| 30D | +0.3% | +11.3% | -11.0% | -3.8% |
| 3M | +15.6% | +3.0% | +12.7% | +14.3% |
| 6M | +28.9% | +6.5% | +22.4% | +24.9% |
| YTD | +96.6% | -4.6% | +101.1% | +102.7% |
| 1Y | +95.5% | -5.8% | +101.3% | +103.3% |
| 3Y | +41.8% | +16.8% | +25.0% | +19.8% |
| 5Y | +85.4% | +10.4% | +75.0% | +72.7% |
| All | +85.4% | +10.5% | +75.0% | +72.7% |
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 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