+2,396.4%
INFY vs RBA
+2,260.1%
+136.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.0% | -2.9% | -4.3% |
| 7D | -7.2% | -1.1% | -6.2% | -7.0% |
| 30D | -11.2% | -13.2% | +2.0% | -7.6% |
| 3M | -7.4% | -21.4% | +14.0% | -1.5% |
| 6M | -21.3% | -20.9% | -0.4% | -16.5% |
| YTD | -36.2% | -19.9% | -16.3% | -32.5% |
| 1Y | -31.3% | -28.7% | -2.6% | -25.0% |
| 3Y | -31.1% | +27.4% | -58.5% | -37.4% |
| 5Y | -44.9% | +41.7% | -86.6% | -52.8% |
| 10Y | +83.1% | +189.6% | -106.5% | +20.2% |
| All | +2,396.4% | +2,260.1% | +136.3% | +1,087.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling