-55.4%
APTV vs INDA
+8.1%
-63.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.1% |
| 7D | -1.2% | -2.6% | +1.4% | +0.6% |
| 30D | -10.6% | -2.9% | -7.7% | -8.9% |
| 3M | -35.0% | +2.4% | -37.4% | -36.0% |
| 6M | -38.9% | -2.6% | -36.3% | -38.0% |
| YTD | -41.5% | -10.0% | -31.5% | -37.9% |
| 1Y | -45.8% | -7.7% | -38.1% | -43.6% |
| All | -55.4% | +8.1% | -63.5% | -58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling