-32.8%
INFY vs RBA
-27.6%
-5.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.8% | -2.3% | +0.1% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -9.9% | -2.9% | -6.9% | -9.0% |
| 3M | -4.6% | -20.9% | +16.3% | +2.0% |
| 6M | -18.5% | -17.7% | -0.8% | -14.7% |
| YTD | -36.5% | -18.2% | -18.4% | -30.7% |
| 1Y | -32.8% | -29.1% | -3.7% | -27.6% |
| All | -32.8% | -27.6% | -5.1% | -27.6% |
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