+1,184.1%
APH vs INDA
+115.1%
+1,069.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.4% | -48.2% | -48.0% |
| 7D | -48.7% | +0.8% | -49.5% | -49.0% |
| 30D | -51.9% | -0.8% | -51.1% | -51.8% |
| 3M | -43.6% | +3.9% | -47.5% | -44.8% |
| 6M | -37.5% | -0.7% | -36.8% | -37.3% |
| YTD | -38.6% | -7.7% | -31.0% | -35.9% |
| 1Y | -26.3% | -5.1% | -21.2% | -24.2% |
| 3Y | +89.2% | +13.6% | +75.6% | +77.5% |
| 5Y | +119.8% | +7.8% | +112.0% | +112.0% |
| 10Y | +454.3% | +84.6% | +369.6% | +302.9% |
| All | +1,184.1% | +115.1% | +1,069.0% | +771.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling