+76.3%
INFY vs ALK
-37.3%
+113.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -9.8% | -3.1% | -6.6% | -9.2% |
| 30D | -13.4% | -17.1% | +3.7% | -10.2% |
| 3M | -7.2% | -3.8% | -3.5% | -7.2% |
| 6M | -20.6% | -5.3% | -15.3% | -21.0% |
| YTD | -37.5% | -20.3% | -17.2% | -35.9% |
| 1Y | -33.4% | -36.0% | +2.6% | -28.8% |
| 3Y | -32.4% | +0.8% | -33.2% | -37.0% |
| 5Y | -45.5% | -28.5% | -17.0% | -46.4% |
| All | +76.3% | -37.3% | +113.6% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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