-40.1%
INFY vs AMIX
-99.9%
+59.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.9% |
| 7D | -7.2% | -3.4% | -3.9% | -7.2% |
| 30D | -11.2% | -54.4% | +43.2% | -10.7% |
| 3M | -7.4% | -45.7% | +38.3% | -9.0% |
| 6M | -21.3% | -49.2% | +27.9% | -22.7% |
| YTD | -36.2% | -60.3% | +24.2% | -37.3% |
| 1Y | -31.3% | -81.4% | +50.1% | -32.4% |
| All | -40.1% | -99.9% | +59.7% | -40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling