+382.3%
APP vs INFY
-29.7%
+412.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.2% |
| 7D | +0.3% | -9.8% | +10.1% | +7.1% |
| 30D | -1.3% | -13.4% | +12.1% | +8.2% |
| 3M | -36.2% | -7.2% | -29.0% | -34.5% |
| 6M | -34.1% | -20.6% | -13.5% | -25.1% |
| YTD | -53.3% | -37.5% | -15.9% | -36.8% |
| 1Y | -44.5% | -33.4% | -11.2% | -30.5% |
| 3Y | +646.7% | -32.4% | +679.1% | +788.7% |
| 5Y | +306.4% | -45.5% | +351.9% | +502.0% |
| All | +382.3% | -29.7% | +412.1% | +485.3% |
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