-37.0%
INFY vs AMIX
-99.9%
+62.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -3.2% |
| 7D | -2.9% | -13.7% | +10.8% | -2.8% |
| 30D | -6.2% | -62.1% | +55.8% | -5.7% |
| 3M | -4.9% | -46.2% | +41.3% | -6.6% |
| 6M | -16.6% | -46.4% | +29.8% | -18.1% |
| YTD | -32.9% | -60.3% | +27.3% | -34.1% |
| 1Y | -26.9% | -79.7% | +52.8% | -28.1% |
| All | -37.0% | -99.9% | +62.8% | -37.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling