+2,351.6%
INFY vs KGC
+422.1%
+1,929.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.8% |
| 7D | -8.7% | -0.1% | -8.6% | -8.7% |
| 30D | -13.0% | +10.5% | -23.5% | -13.4% |
| 3M | -8.8% | +19.8% | -28.6% | -9.7% |
| 6M | -22.6% | -6.7% | -15.9% | -22.6% |
| YTD | -37.3% | +7.8% | -45.1% | -37.9% |
| 1Y | -33.4% | +35.7% | -69.0% | -34.8% |
| 3Y | -32.3% | +553.7% | -586.0% | -38.9% |
| 5Y | -45.2% | +461.7% | -506.9% | -50.7% |
| 10Y | +80.0% | +710.2% | -630.2% | +57.0% |
| All | +2,351.6% | +422.1% | +1,929.4% | +2,475.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling