+78.9%
INFY vs AON
+204.8%
-125.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.1% | +2.1% |
| 7D | -5.4% | -6.3% | +0.9% | -3.1% |
| 30D | -9.9% | -14.1% | +4.2% | -5.0% |
| 3M | -4.6% | -9.5% | +4.9% | -1.0% |
| 6M | -18.5% | -4.0% | -14.4% | -17.2% |
| YTD | -36.5% | -13.8% | -22.7% | -33.3% |
| 1Y | -32.8% | -18.3% | -14.5% | -28.1% |
| 3Y | -32.2% | -7.2% | -25.0% | -32.0% |
| 5Y | -44.7% | +7.3% | -52.0% | -48.6% |
| All | +78.9% | +204.8% | -125.9% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling