+500.0%
APP vs INDA
+33.4%
+466.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.7% | +8.1% | +7.7% |
| 7D | +71.2% | +6.6% | +64.6% | +59.0% |
| 30D | +39.1% | +10.4% | +28.7% | +23.8% |
| 3M | +16.5% | +1.5% | +15.0% | +14.8% |
| 6M | -16.6% | +1.7% | -18.3% | -18.0% |
| YTD | -41.9% | -5.8% | -36.1% | -37.4% |
| 1Y | -37.0% | -5.1% | -31.9% | -32.8% |
| 3Y | +892.4% | +16.0% | +876.4% | +682.9% |
| 5Y | +297.3% | +9.3% | +288.0% | +241.3% |
| All | +500.0% | +33.4% | +466.7% | +343.0% |
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