+78.9%
INFY vs APA
-2.4%
+81.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.0% | +1.4% |
| 7D | -5.4% | +4.6% | -10.0% | -5.8% |
| 30D | -9.9% | +11.9% | -21.8% | -11.0% |
| 3M | -4.6% | +22.5% | -27.0% | -6.8% |
| 6M | -18.5% | +37.5% | -56.0% | -21.7% |
| YTD | -36.5% | +87.2% | -123.7% | -41.1% |
| 1Y | -32.8% | +101.4% | -134.2% | -38.3% |
| 3Y | -32.2% | +16.9% | -49.1% | -35.4% |
| 5Y | -44.7% | +178.4% | -223.1% | -53.3% |
| All | +78.9% | -2.4% | +81.2% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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