+298.1%
APP vs INFY
-41.2%
+339.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +4.6% | -1.7% | +6.3% | +5.6% |
| 30D | +56.0% | +7.1% | +49.0% | +48.5% |
| 3M | +30.8% | -1.0% | +31.8% | +30.0% |
| 6M | -9.8% | +5.9% | -15.7% | -16.6% |
| YTD | -39.3% | -29.5% | -9.7% | -24.7% |
| 1Y | -26.4% | -26.0% | -0.5% | -13.2% |
| 3Y | +887.9% | -19.4% | +907.3% | +918.3% |
| All | +298.1% | -41.2% | +339.3% | +459.4% |
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