+1,766.1%
APO vs INFY
+81.8%
+1,684.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.1% |
| 7D | -1.0% | -8.7% | +7.7% | +2.6% |
| 30D | -0.4% | -13.0% | +12.6% | +5.2% |
| 3M | -0.9% | -8.8% | +7.9% | +1.7% |
| 6M | +22.1% | -22.6% | +44.7% | +33.1% |
| YTD | -8.4% | -37.3% | +29.0% | +8.0% |
| 1Y | -0.9% | -33.4% | +32.4% | +13.1% |
| 3Y | +56.1% | -32.3% | +88.4% | +75.6% |
| 5Y | +136.0% | -45.2% | +181.2% | +185.7% |
| 10Y | +949.3% | +80.0% | +869.3% | +699.0% |
| All | +1,766.1% | +81.8% | +1,684.3% | +1,191.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling