-41.3%
INFY vs AMIX
-99.9%
+58.6%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.9% | -0.2% |
| 7D | -9.8% | -6.3% | -3.5% | -9.7% |
| 30D | -13.4% | -51.9% | +38.5% | -13.0% |
| 3M | -7.2% | -44.9% | +37.7% | -8.9% |
| 6M | -20.6% | -47.9% | +27.3% | -22.0% |
| YTD | -37.5% | -62.0% | +24.6% | -38.5% |
| 1Y | -33.4% | -82.0% | +48.6% | -34.5% |
| All | -41.3% | -99.9% | +58.6% | -41.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling