-44.6%
INFY vs APTV
-69.3%
+24.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | -5.4% | -5.0% | -0.4% | -4.4% |
| 30D | -9.9% | -6.1% | -3.8% | -8.8% |
| 3M | -4.6% | -33.0% | +28.4% | +2.8% |
| 6M | -18.5% | -35.2% | +16.8% | -12.2% |
| YTD | -36.5% | -40.1% | +3.6% | -30.7% |
| 1Y | -32.8% | -45.6% | +12.9% | -25.0% |
| 3Y | -32.2% | -54.4% | +22.2% | -23.2% |
| All | -44.6% | -69.3% | +24.7% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling