-20.4%
INFY vs KNX
+34.4%
-54.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.6% | +9.2% | +5.1% |
| 7D | +4.9% | -2.7% | +7.7% | +5.1% |
| 30D | +21.3% | -8.0% | +29.3% | +22.4% |
| 3M | +2.6% | -15.8% | +18.3% | +4.6% |
| 6M | +4.9% | -3.0% | +7.9% | +4.4% |
| YTD | -26.6% | +14.7% | -41.4% | -28.9% |
| 1Y | -20.4% | +35.0% | -55.4% | -25.5% |
| All | -20.4% | +34.4% | -54.8% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 1y: compounded portfolio wealth divided by compounded KNX 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…
1y analysis · Full analysis span regression · 6 months rolling