-6.4%
CARR vs INFY
-32.0%
+25.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | 0.0% | +1.5% |
| 7D | -3.8% | -5.4% | +1.6% | -4.0% |
| 30D | -8.9% | -9.9% | +0.9% | -9.3% |
| 3M | -17.3% | -4.6% | -12.7% | -17.3% |
| 6M | -1.4% | -18.5% | +17.1% | -0.5% |
| YTD | +10.0% | -36.5% | +46.5% | +13.7% |
| 1Y | -6.4% | -32.8% | +26.4% | -6.1% |
| All | -6.4% | -32.0% | +25.7% | -6.1% |
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