-33.1%
INFY vs APD
+6.4%
-39.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.7% |
| 7D | -8.7% | -4.6% | -4.1% | -8.1% |
| 30D | -13.0% | -4.2% | -8.8% | -12.4% |
| 3M | -8.8% | +5.0% | -13.8% | -9.3% |
| 6M | -22.6% | +8.9% | -31.5% | -23.7% |
| YTD | -37.3% | +21.9% | -59.2% | -39.8% |
| 1Y | -33.4% | +5.6% | -38.9% | -34.0% |
| All | -33.1% | +6.4% | -39.5% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling