+2,383.0%
INFY vs KNX
+2,078.8%
+304.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.9% |
| 7D | -5.4% | -5.6% | +0.2% | -3.9% |
| 30D | -9.9% | -4.4% | -5.4% | -8.9% |
| 3M | -4.6% | -17.3% | +12.8% | +0.1% |
| 6M | -18.5% | +22.6% | -41.1% | -24.0% |
| YTD | -36.5% | +31.1% | -67.7% | -42.2% |
| 1Y | -32.8% | +60.2% | -93.0% | -42.5% |
| 3Y | -32.2% | +35.8% | -68.0% | -40.9% |
| 5Y | -44.7% | +38.9% | -83.6% | -53.0% |
| 10Y | +82.3% | +166.5% | -84.1% | +17.9% |
| All | +2,383.0% | +2,078.8% | +304.2% | +771.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling