+78.3%
APO vs INDA
+9.0%
+69.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.2% |
| 7D | +3.5% | +3.1% | +0.4% | +0.3% |
| 30D | +4.4% | +9.1% | -4.8% | -4.5% |
| 3M | -12.1% | +3.2% | -15.3% | -14.9% |
| 6M | -7.2% | +8.5% | -15.7% | -14.7% |
| YTD | -15.1% | -4.6% | -10.5% | -10.6% |
| 1Y | -7.7% | -5.5% | -2.1% | -1.8% |
| 3Y | +49.6% | +16.7% | +32.9% | +24.0% |
| 5Y | +78.3% | +9.0% | +69.3% | +49.4% |
| All | +78.3% | +9.0% | +69.3% | +49.4% |
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