+2,396.4%
INFY vs KEY
+75.2%
+2,321.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.8% | -3.1% | -4.4% |
| 7D | -7.2% | +2.7% | -10.0% | -7.9% |
| 30D | -11.2% | -3.2% | -8.0% | -10.5% |
| 3M | -7.4% | +1.0% | -8.4% | -7.7% |
| 6M | -21.3% | +11.9% | -33.1% | -23.6% |
| YTD | -36.2% | +8.7% | -44.9% | -37.6% |
| 1Y | -31.3% | +18.5% | -49.7% | -34.3% |
| 3Y | -31.1% | +124.0% | -155.0% | -45.2% |
| 5Y | -44.9% | +40.8% | -85.7% | -52.8% |
| 10Y | +83.1% | +167.0% | -83.9% | +22.4% |
| All | +2,396.4% | +75.2% | +2,321.2% | +1,446.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling