+169.1%
APD vs INDA
+81.7%
+87.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.4% |
| 7D | -4.6% | -2.6% | -2.0% | -3.2% |
| 30D | -4.2% | -2.9% | -1.3% | -2.7% |
| 3M | +5.0% | +2.4% | +2.6% | +3.5% |
| 6M | +8.9% | -2.6% | +11.6% | +9.8% |
| YTD | +21.9% | -10.0% | +31.9% | +28.3% |
| 1Y | +5.6% | -7.7% | +13.2% | +9.4% |
| 3Y | +6.9% | +8.9% | -2.0% | -0.6% |
| 5Y | +25.3% | +6.0% | +19.4% | +18.0% |
| 10Y | +169.1% | +84.4% | +84.7% | +84.8% |
| All | +169.1% | +81.7% | +87.3% | +84.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling