+2,524.3%
INFY vs ALK
+274.5%
+2,249.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.8% | -3.6% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | -6.2% | -19.2% | +13.0% | -1.3% |
| 3M | -4.9% | -1.5% | -3.4% | -5.6% |
| 6M | -16.6% | -13.1% | -3.5% | -15.5% |
| YTD | -32.9% | -16.4% | -16.5% | -31.7% |
| 1Y | -26.9% | -33.1% | +6.2% | -21.8% |
| 3Y | -26.6% | +0.6% | -27.2% | -32.6% |
| 5Y | -44.1% | -26.4% | -17.7% | -45.8% |
| 10Y | +90.0% | -34.2% | +124.1% | +68.9% |
| All | +2,524.3% | +274.5% | +2,249.8% | +788.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling