-44.6%
INFY vs KGC
+453.5%
-498.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | -5.4% | -5.6% | +0.3% | -5.0% |
| 30D | -9.9% | +6.1% | -16.0% | -10.3% |
| 3M | -4.6% | +17.3% | -21.9% | -5.8% |
| 6M | -18.5% | -10.3% | -8.2% | -18.1% |
| YTD | -36.5% | +3.9% | -40.4% | -37.2% |
| 1Y | -32.8% | +25.7% | -58.5% | -34.9% |
| 3Y | -32.2% | +526.0% | -558.2% | -46.3% |
| All | -44.6% | +453.5% | -498.1% | -57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling