-19.4%
INFY vs KEY
+126.3%
-145.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -4.0% | +1.8% | -5.7% | -4.4% |
| 30D | +7.8% | +7.1% | +0.7% | +5.8% |
| 3M | +0.1% | -5.9% | +6.0% | +1.6% |
| 6M | +4.2% | +2.2% | +2.0% | +3.3% |
| YTD | -29.5% | +6.4% | -36.0% | -30.8% |
| 1Y | -26.5% | +24.8% | -51.3% | -30.6% |
| All | -19.4% | +126.3% | -145.7% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 3y: compounded portfolio wealth divided by compounded KEY 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…
3y analysis · Full analysis span regression · 6 months rolling