-32.2%
INFY vs KGC
+524.7%
-556.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | -5.4% | -5.6% | +0.3% | -5.1% |
| 30D | -9.9% | +6.1% | -16.0% | -10.1% |
| 3M | -4.6% | +17.3% | -21.9% | -5.3% |
| 6M | -18.5% | -10.3% | -8.2% | -18.1% |
| YTD | -36.5% | +3.9% | -40.4% | -36.9% |
| 1Y | -32.8% | +25.7% | -58.5% | -34.1% |
| 3Y | -32.2% | +526.0% | -558.2% | -45.0% |
| All | -32.2% | +524.7% | -556.9% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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