+91.7%
BKNG vs INDA
+4.7%
+87.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.5% |
| 7D | -10.7% | -3.6% | -7.0% | -7.6% |
| 30D | -18.1% | -4.0% | -14.2% | -15.0% |
| 3M | +8.5% | +1.7% | +6.8% | +7.2% |
| 6M | -0.1% | -3.6% | +3.6% | +3.4% |
| YTD | -18.2% | -11.0% | -7.2% | -9.3% |
| 1Y | -19.9% | -9.5% | -10.4% | -12.7% |
| 3Y | +41.6% | +7.6% | +34.0% | +23.0% |
| All | +91.7% | +4.7% | +87.0% | +70.1% |
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