+897.6%
AEP vs INFY
+2,969.1%
-2,071.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -1.0% | -9.8% | +8.8% | -0.1% |
| 30D | -0.1% | -13.4% | +13.3% | +1.1% |
| 3M | -3.2% | -7.2% | +4.0% | -2.8% |
| 6M | -5.3% | -20.6% | +15.3% | -3.7% |
| YTD | +9.5% | -37.5% | +47.0% | +13.5% |
| 1Y | +17.5% | -33.4% | +50.9% | +20.9% |
| 3Y | +77.0% | -32.4% | +109.4% | +80.7% |
| 5Y | +66.4% | -45.5% | +111.9% | +72.1% |
| 10Y | +175.1% | +79.7% | +95.4% | +151.8% |
| All | +897.6% | +2,969.1% | -2,071.4% | +738.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling