+2,524.3%
INFY vs APD
+1,833.7%
+690.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.3% | -2.8% |
| 7D | -2.9% | -2.2% | -0.7% | -2.0% |
| 30D | -6.2% | +2.1% | -8.3% | -7.1% |
| 3M | -4.9% | +7.2% | -12.1% | -7.9% |
| 6M | -16.6% | +11.2% | -27.8% | -20.9% |
| YTD | -32.9% | +24.4% | -57.3% | -39.6% |
| 1Y | -26.9% | +6.7% | -33.5% | -30.3% |
| 3Y | -26.6% | +9.2% | -35.8% | -32.8% |
| 5Y | -44.1% | +27.4% | -71.4% | -53.1% |
| 10Y | +90.0% | +164.8% | -74.8% | +11.5% |
| All | +2,524.3% | +1,833.7% | +690.6% | +757.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling