-4.9%
CARR vs INFY
-20.0%
+15.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.6% | -9.0% | -4.1% |
| 7D | -4.2% | +4.9% | -9.1% | -3.9% |
| 30D | -4.7% | +21.3% | -26.1% | -3.7% |
| 3M | -18.3% | +2.6% | -20.9% | -18.3% |
| 6M | -16.4% | +4.9% | -21.4% | -15.5% |
| YTD | +2.3% | -26.6% | +28.9% | +5.2% |
| 1Y | -4.9% | -20.4% | +15.4% | -7.3% |
| All | -4.9% | -20.0% | +15.1% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 1y: compounded portfolio wealth divided by compounded INFY 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…
1y analysis · Full analysis span regression · 6 months rolling