+2,656.6%
INFY vs ALK
+242.8%
+2,413.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | -1.7% | -1.2% | -0.5% | -1.5% |
| 30D | +7.1% | +7.7% | -0.6% | +4.8% |
| 3M | -1.0% | -19.0% | +18.0% | +3.7% |
| 6M | +5.9% | -0.2% | +6.1% | +3.8% |
| YTD | -29.5% | -23.5% | -6.0% | -27.1% |
| 1Y | -26.0% | -9.1% | -16.9% | -26.9% |
| 3Y | -19.4% | +12.0% | -31.4% | -28.4% |
| 5Y | -40.9% | -30.9% | -10.1% | -42.0% |
| 10Y | +121.9% | -45.6% | +167.4% | +106.5% |
| All | +2,656.6% | +242.8% | +2,413.8% | +848.9% |
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