+169.5%
KDP vs INFY
+80.1%
+89.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.5% |
| 7D | -3.7% | -5.4% | +1.7% | -2.9% |
| 30D | +6.2% | -9.9% | +16.0% | +7.9% |
| 3M | +1.2% | -4.6% | +5.8% | +1.7% |
| 6M | +15.3% | -18.5% | +33.8% | +18.4% |
| YTD | +14.8% | -36.5% | +51.3% | +22.4% |
| 1Y | +17.6% | -32.8% | +50.4% | +23.6% |
| 3Y | +2.1% | -32.2% | +34.3% | +5.5% |
| 5Y | +2.7% | -44.7% | +47.4% | +9.4% |
| All | +169.5% | +80.1% | +89.4% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 10y: compounded portfolio wealth divided by compounded INFY 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…
10y analysis · Full analysis span regression · 6 months rolling