+67.2%
AEP vs INFY
-44.9%
+112.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.2% |
| 7D | -0.9% | -5.4% | +4.4% | -0.8% |
| 30D | -1.1% | -9.9% | +8.8% | -0.7% |
| 3M | -3.3% | -4.6% | +1.3% | -3.2% |
| 6M | -4.6% | -18.5% | +13.8% | -4.1% |
| YTD | +9.4% | -36.5% | +45.9% | +11.4% |
| 1Y | +16.9% | -32.8% | +49.7% | +18.4% |
| 3Y | +76.6% | -32.2% | +108.8% | +75.8% |
| All | +67.2% | -44.9% | +112.0% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling