+282.2%
APH vs INDA
+8.0%
+274.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +2.6% |
| 7D | -5.9% | +6.6% | -12.6% | -11.2% |
| 30D | -14.8% | +10.4% | -25.2% | -22.1% |
| 3M | -12.4% | +1.5% | -14.0% | -13.8% |
| 6M | +8.1% | +1.7% | +6.3% | +6.3% |
| YTD | +10.9% | -5.8% | +16.8% | +16.6% |
| 1Y | +8.8% | -5.1% | +13.9% | +13.6% |
| 3Y | +262.1% | +16.0% | +246.1% | +214.2% |
| All | +282.2% | +8.0% | +274.1% | +241.1% |
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