-33.2%
INFY vs APA
+11.9%
-45.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | -9.8% | +0.8% | -10.6% | -9.8% |
| 30D | -13.4% | +9.6% | -23.0% | -14.2% |
| 3M | -7.2% | +18.0% | -25.2% | -9.0% |
| 6M | -20.6% | +41.9% | -62.5% | -24.2% |
| YTD | -37.5% | +86.3% | -123.8% | -42.3% |
| 1Y | -33.4% | +97.9% | -131.2% | -39.1% |
| All | -33.2% | +11.9% | -45.0% | -39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling