+285.6%
APH vs INFY
-32.6%
+318.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.2% |
| 7D | +1.6% | -8.7% | +10.3% | +3.0% |
| 30D | -3.0% | -13.0% | +10.0% | -1.0% |
| 3M | +5.7% | -8.8% | +14.5% | +6.8% |
| 6M | +20.0% | -22.6% | +42.5% | +26.6% |
| YTD | +20.8% | -37.3% | +58.1% | +35.4% |
| 1Y | +40.2% | -33.4% | +73.6% | +52.4% |
| All | +285.6% | -32.6% | +318.2% | +331.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling