+955.2%
APH vs INDA
+104.9%
+850.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.3% |
| 7D | -5.0% | +6.2% | -11.2% | -8.6% |
| 30D | -8.4% | +12.4% | -20.7% | -15.0% |
| 3M | -4.5% | +3.2% | -7.7% | -6.5% |
| 6M | +25.3% | +3.8% | +21.5% | +22.3% |
| YTD | +18.9% | -4.3% | +23.2% | +22.2% |
| 1Y | +11.9% | -4.5% | +16.4% | +15.2% |
| 3Y | +278.0% | +17.1% | +260.9% | +244.3% |
| 5Y | +306.4% | +11.0% | +295.4% | +281.2% |
| 10Y | +955.2% | +107.5% | +847.7% | +641.1% |
| All | +955.2% | +104.9% | +850.2% | +641.1% |
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 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