+352.5%
APH vs INFY
-46.0%
+398.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | 0.0% |
| 7D | +1.6% | -8.7% | +10.3% | +4.0% |
| 30D | -3.0% | -13.0% | +10.0% | +0.5% |
| 3M | +5.7% | -8.8% | +14.5% | +7.2% |
| 6M | +20.0% | -22.6% | +42.5% | +28.1% |
| YTD | +20.8% | -37.3% | +58.1% | +38.7% |
| 1Y | +40.2% | -33.4% | +73.6% | +55.6% |
| 3Y | +288.1% | -32.3% | +320.4% | +322.7% |
| 5Y | +352.5% | -45.2% | +397.8% | +427.5% |
| All | +352.5% | -46.0% | +398.6% | +427.5% |
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