+1,278.0%
AAPL vs INFY
+80.1%
+1,197.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.2% |
| 7D | +3.8% | -5.4% | +9.2% | +6.0% |
| 30D | +9.9% | -9.9% | +19.8% | +14.2% |
| 3M | +12.5% | -4.6% | +17.1% | +13.5% |
| 6M | +27.6% | -18.5% | +46.1% | +35.8% |
| YTD | +22.6% | -36.5% | +59.1% | +43.2% |
| 1Y | +45.0% | -32.8% | +77.7% | +63.8% |
| 3Y | +87.8% | -32.2% | +120.0% | +107.1% |
| 5Y | +128.7% | -44.7% | +173.4% | +171.1% |
| All | +1,278.0% | +80.1% | +1,197.9% | +874.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 10y: compounded portfolio wealth divided by compounded INFY 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…
10y analysis · Full analysis span regression · 6 months rolling