-23.3%
INFY vs RBA
-2.0%
-21.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +1.8% |
| 7D | +1.2% | +12.7% | -11.4% | -3.1% |
| 30D | +13.8% | +15.5% | -1.8% | +7.7% |
| 3M | -2.9% | -14.0% | +11.2% | +1.6% |
| 6M | +2.2% | -8.8% | +11.0% | +3.4% |
| YTD | -29.8% | -6.9% | -22.9% | -25.7% |
| 1Y | -23.3% | -3.0% | -20.3% | -19.5% |
| All | -23.3% | -2.0% | -21.3% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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