+916.7%
APO vs INFY
+80.1%
+836.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.1% |
| 7D | -3.5% | -5.4% | +1.9% | -1.0% |
| 30D | -6.6% | -9.9% | +3.3% | -2.0% |
| 3M | -3.3% | -4.6% | +1.3% | -2.5% |
| 6M | +22.6% | -18.5% | +41.1% | +32.5% |
| YTD | -9.8% | -36.5% | +26.8% | +9.4% |
| 1Y | -3.9% | -32.8% | +28.9% | +11.9% |
| 3Y | +52.5% | -32.2% | +84.7% | +74.0% |
| 5Y | +134.0% | -44.7% | +178.7% | +191.7% |
| All | +916.7% | +80.1% | +836.6% | +597.7% |
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