-32.8%
INFY vs AWK
+1.9%
-34.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.6% |
| 7D | -5.4% | -2.1% | -3.2% | -5.3% |
| 30D | -9.9% | +2.1% | -11.9% | -10.0% |
| 3M | -4.6% | +11.4% | -15.9% | -3.7% |
| 6M | -18.5% | +3.9% | -22.4% | -18.4% |
| YTD | -36.5% | +7.7% | -44.2% | -35.8% |
| 1Y | -32.8% | +1.3% | -34.1% | -32.9% |
| All | -32.8% | +1.9% | -34.7% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 AWK 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