-32.8%
INFY vs RIO
+69.4%
-102.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | -5.4% | -3.2% | -2.2% | -5.2% |
| 30D | -9.9% | +0.9% | -10.8% | -9.9% |
| 3M | -4.6% | -1.4% | -3.1% | -3.7% |
| 6M | -18.5% | +10.9% | -29.4% | -19.6% |
| YTD | -36.5% | +31.2% | -67.8% | -40.3% |
| 1Y | -32.8% | +67.9% | -100.7% | -39.1% |
| All | -32.8% | +69.4% | -102.2% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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