+78.9%
INFY vs APTV
-16.1%
+95.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | -5.4% | -5.0% | -0.4% | -4.2% |
| 30D | -9.9% | -6.1% | -3.8% | -8.6% |
| 3M | -4.6% | -33.0% | +28.4% | +4.0% |
| 6M | -18.5% | -35.2% | +16.8% | -11.3% |
| YTD | -36.5% | -40.1% | +3.6% | -29.9% |
| 1Y | -32.8% | -45.6% | +12.9% | -24.0% |
| 3Y | -32.2% | -54.4% | +22.2% | -22.4% |
| 5Y | -44.7% | -68.9% | +24.2% | -32.1% |
| All | +78.9% | -16.1% | +95.0% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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