+190.7%
APD vs INDA
+112.6%
+78.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | -1.2% | +3.1% | -4.3% | -2.8% |
| 30D | +11.0% | +11.3% | -0.3% | +4.7% |
| 3M | +2.6% | +3.0% | -0.4% | +0.8% |
| 6M | +4.8% | +6.5% | -1.7% | +1.0% |
| YTD | +31.0% | -4.6% | +35.5% | +33.5% |
| 1Y | +23.4% | -5.8% | +29.1% | +26.6% |
| 3Y | +28.4% | +16.8% | +11.6% | +14.6% |
| 5Y | +15.2% | +10.4% | +4.8% | +5.9% |
| 10Y | +190.7% | +116.8% | +73.9% | +90.9% |
| All | +190.7% | +112.6% | +78.1% | +90.9% |
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