-40.6%
INFY vs BAM
+67.8%
-108.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.2% |
| 7D | -8.7% | -3.9% | -4.8% | -7.7% |
| 30D | -13.0% | -8.8% | -4.2% | -10.8% |
| 3M | -8.8% | +2.2% | -11.0% | -9.3% |
| 6M | -22.6% | +5.9% | -28.5% | -23.8% |
| YTD | -37.3% | -6.1% | -31.2% | -36.6% |
| 1Y | -33.4% | -11.6% | -21.7% | -31.7% |
| 3Y | -32.3% | +51.7% | -84.0% | -39.9% |
| All | -40.6% | +67.8% | -108.4% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 5y: compounded portfolio wealth divided by compounded BAM 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…
5y analysis · Full analysis span regression · 6 months rolling