-23.3%
INFY vs AMIX
-92.3%
+69.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.6% | +2.6% |
| 7D | +1.2% | -25.1% | +26.4% | +1.5% |
| 30D | +13.8% | -54.5% | +68.3% | +14.5% |
| 3M | -2.9% | -91.7% | +88.9% | -0.9% |
| 6M | +2.2% | -79.4% | +81.6% | +2.1% |
| YTD | -29.8% | -86.1% | +56.2% | -29.7% |
| 1Y | -23.3% | -91.6% | +68.3% | -23.1% |
| All | -23.3% | -92.3% | +69.0% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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