+333.0%
APP vs INDA
+8.8%
+324.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.3% |
| 7D | +0.9% | +0.7% | +0.2% | 0.0% |
| 30D | -23.3% | -0.8% | -22.5% | -22.3% |
| 3M | -42.6% | +3.9% | -46.6% | -45.1% |
| 6M | -33.6% | -0.7% | -32.9% | -33.0% |
| YTD | -52.4% | -7.7% | -44.8% | -47.4% |
| 1Y | -35.9% | -5.1% | -30.8% | -31.9% |
| 3Y | +642.2% | +13.6% | +628.6% | +488.4% |
| All | +333.0% | +8.8% | +324.1% | +274.2% |
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