+78.9%
INFY vs APD
+166.7%
-87.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.2% | +1.7% |
| 7D | -5.4% | -3.3% | -2.1% | -4.3% |
| 30D | -9.9% | -4.2% | -5.7% | -8.5% |
| 3M | -4.6% | +5.4% | -10.0% | -6.5% |
| 6M | -18.5% | +6.3% | -24.7% | -20.7% |
| YTD | -36.5% | +20.3% | -56.9% | -41.3% |
| 1Y | -32.8% | +1.6% | -34.3% | -34.1% |
| 3Y | -32.2% | +4.0% | -36.2% | -35.7% |
| 5Y | -44.7% | +23.3% | -68.0% | -52.6% |
| All | +78.9% | +166.7% | -87.8% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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