+87.8%
AAPL vs INFY
-31.8%
+119.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.4% |
| 7D | +3.8% | -5.4% | +9.2% | +5.2% |
| 30D | +9.9% | -9.9% | +19.8% | +12.7% |
| 3M | +12.5% | -4.6% | +17.1% | +13.1% |
| 6M | +27.6% | -18.5% | +46.1% | +33.1% |
| YTD | +22.6% | -36.5% | +59.1% | +36.7% |
| 1Y | +45.0% | -32.8% | +77.7% | +57.2% |
| 3Y | +87.8% | -32.2% | +120.0% | +102.9% |
| All | +87.8% | -31.8% | +119.5% | +102.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling