+132.1%
APO vs INDA
+4.5%
+127.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.2% | -1.2% |
| 7D | -4.9% | -3.6% | -1.3% | -1.2% |
| 30D | -8.4% | -4.0% | -4.5% | -4.6% |
| 3M | -2.1% | +1.7% | -3.8% | -3.8% |
| 6M | +19.2% | -3.6% | +22.9% | +23.4% |
| YTD | -10.5% | -11.0% | +0.5% | +1.0% |
| 1Y | -2.7% | -9.5% | +6.8% | +7.6% |
| 3Y | +52.5% | +7.6% | +44.8% | +37.9% |
| 5Y | +132.1% | +4.8% | +127.3% | +108.1% |
| All | +132.1% | +4.5% | +127.6% | +108.1% |
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