+930.0%
APH vs INFY
+124.5%
+805.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +4.9% | -1.7% | +6.6% | +5.4% |
| 30D | -5.4% | +7.1% | -12.4% | -8.5% |
| 3M | -5.5% | -1.0% | -4.5% | -6.6% |
| 6M | +25.9% | +5.9% | +20.0% | +18.9% |
| YTD | +16.4% | -29.5% | +45.9% | +27.9% |
| 1Y | +16.5% | -26.0% | +42.5% | +24.8% |
| 3Y | +270.9% | -19.4% | +290.3% | +277.3% |
| 5Y | +289.5% | -40.9% | +330.4% | +345.5% |
| All | +930.0% | +124.5% | +805.5% | +568.1% |
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