+1,082.3%
APH vs INFY
+80.1%
+1,002.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.5% | +3.1% | +4.1% |
| 7D | +1.4% | -5.4% | +6.8% | +3.3% |
| 30D | -1.2% | -9.9% | +8.6% | +2.1% |
| 3M | +10.3% | -4.6% | +14.8% | +10.0% |
| 6M | +25.2% | -18.5% | +43.6% | +31.7% |
| YTD | +24.6% | -36.5% | +61.2% | +43.7% |
| 1Y | +41.4% | -32.8% | +74.2% | +57.9% |
| 3Y | +297.8% | -32.2% | +330.0% | +336.7% |
| 5Y | +366.0% | -44.7% | +410.7% | +448.0% |
| All | +1,082.3% | +80.1% | +1,002.3% | +752.1% |
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