+10.8%
AEP vs INFY
-23.6%
+34.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -0.4% |
| 7D | +0.8% | +1.2% | -0.4% | +0.8% |
| 30D | +7.9% | +13.8% | -5.8% | +8.5% |
| 3M | +1.5% | -2.9% | +4.3% | +1.4% |
| 6M | -2.6% | +2.2% | -4.8% | -2.6% |
| YTD | +14.7% | -29.8% | +44.5% | +12.3% |
| 1Y | +10.8% | -23.3% | +34.0% | +6.7% |
| All | +10.8% | -23.6% | +34.3% | +6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling