+2,128.3%
APO vs INDA
+115.1%
+2,013.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | +0.7% | -1.7% | -1.5% |
| 30D | +3.5% | -0.8% | +4.3% | +4.0% |
| 3M | +4.5% | +3.9% | +0.6% | +1.7% |
| 6M | +22.8% | -0.7% | +23.5% | +23.0% |
| YTD | -6.5% | -7.7% | +1.2% | -1.4% |
| 1Y | +0.8% | -5.1% | +5.9% | +4.2% |
| 3Y | +62.0% | +13.6% | +48.3% | +48.9% |
| 5Y | +138.2% | +7.8% | +130.4% | +128.9% |
| 10Y | +940.3% | +84.6% | +855.6% | +594.8% |
| All | +2,128.3% | +115.1% | +2,013.1% | +1,260.0% |
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