-44.6%
INFY vs RRX
+17.8%
-62.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | +0.9% |
| 7D | -5.4% | -0.3% | -5.0% | -5.3% |
| 30D | -9.9% | -6.1% | -3.7% | -9.0% |
| 3M | -4.6% | -23.1% | +18.5% | -1.5% |
| 6M | -18.5% | -19.5% | +1.1% | -17.6% |
| YTD | -36.5% | +16.1% | -52.6% | -41.6% |
| 1Y | -32.8% | +12.9% | -45.7% | -38.0% |
| 3Y | -32.2% | +7.9% | -40.1% | -38.9% |
| All | -44.6% | +17.8% | -62.4% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 5y: compounded portfolio wealth divided by compounded RRX 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…
5y analysis · Full analysis span regression · 6 months rolling