-33.1%
INFY vs KEY
+121.2%
-154.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -8.7% | -0.3% | -8.4% | -8.6% |
| 30D | -13.0% | -3.3% | -9.7% | -12.3% |
| 3M | -8.8% | -0.7% | -8.0% | -8.7% |
| 6M | -22.6% | +12.5% | -35.1% | -25.1% |
| YTD | -37.3% | +8.4% | -45.7% | -38.7% |
| 1Y | -33.4% | +18.4% | -51.8% | -36.2% |
| All | -33.1% | +121.2% | -154.2% | -43.8% |
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