+20.5%
INFY vs KEEL
+294.5%
-274.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.8% | -2.3% | +1.3% |
| 7D | -5.4% | +2.9% | -8.3% | -5.5% |
| 30D | -9.9% | +0.8% | -10.7% | -10.1% |
| 3M | -4.6% | -35.3% | +30.8% | -3.7% |
| 6M | -18.5% | +59.4% | -77.8% | -21.5% |
| YTD | -36.5% | +51.9% | -88.5% | -39.1% |
| 1Y | -32.8% | +75.0% | -107.8% | -36.6% |
| 3Y | -32.2% | +224.5% | -256.7% | -40.5% |
| 5Y | -44.7% | -35.9% | -8.8% | -50.4% |
| All | +20.5% | +294.5% | -274.0% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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