+94.1%
APTV vs INDA
+111.6%
-17.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.6% | -3.0% | -3.4% |
| 7D | +2.0% | -1.0% | +3.0% | +2.7% |
| 30D | -7.7% | -2.5% | -5.2% | -6.0% |
| 3M | -34.0% | +4.0% | -38.0% | -35.9% |
| 6M | -37.1% | -1.8% | -35.3% | -36.3% |
| YTD | -39.9% | -9.2% | -30.7% | -35.6% |
| 1Y | -44.4% | -7.2% | -37.3% | -41.6% |
| 3Y | -54.5% | +9.8% | -64.3% | -58.0% |
| 5Y | -69.1% | +7.5% | -76.6% | -70.6% |
| 10Y | -20.0% | +80.8% | -100.8% | -45.2% |
| All | +94.1% | +111.6% | -17.5% | +23.8% |
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