-33.1%
INFY vs RBA
+26.3%
-59.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.6% |
| 7D | -8.7% | -1.9% | -6.8% | -8.3% |
| 30D | -13.0% | -13.0% | 0.0% | -10.3% |
| 3M | -8.8% | -23.1% | +14.3% | -3.7% |
| 6M | -22.6% | -22.6% | 0.0% | -18.5% |
| YTD | -37.3% | -20.4% | -16.9% | -34.0% |
| 1Y | -33.4% | -29.6% | -3.8% | -28.7% |
| All | -33.1% | +26.3% | -59.3% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling