+1,116.0%
KDP vs INFY
+209.7%
+906.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.7% | +0.9% |
| 7D | +2.1% | -7.2% | +9.3% | +3.7% |
| 30D | +8.5% | -11.2% | +19.6% | +11.1% |
| 3M | +6.6% | -7.4% | +14.0% | +7.9% |
| 6M | +17.1% | -21.3% | +38.3% | +22.1% |
| YTD | +19.0% | -36.2% | +55.2% | +29.3% |
| 1Y | +21.8% | -31.3% | +53.0% | +29.4% |
| 3Y | +6.4% | -31.1% | +37.5% | +11.3% |
| 5Y | +5.1% | -44.9% | +50.0% | +14.0% |
| 10Y | +175.8% | +83.1% | +92.7% | +112.4% |
| All | +1,116.0% | +209.7% | +906.3% | +518.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling