-33.4%
INFY vs AMIX
-81.1%
+47.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -8.7% | +1.6% | -10.2% | -8.7% |
| 30D | -13.0% | -50.8% | +37.8% | -12.5% |
| 3M | -8.8% | -46.3% | +37.5% | -8.8% |
| 6M | -22.6% | -49.9% | +27.3% | -22.5% |
| YTD | -37.3% | -60.4% | +23.1% | -37.1% |
| 1Y | -33.4% | -81.7% | +48.3% | -28.4% |
| All | -33.4% | -81.1% | +47.7% | -28.4% |
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