-43.0%
KHC vs INFY
+89.5%
-132.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +1.2% |
| 7D | -2.2% | -7.2% | +5.0% | -0.7% |
| 30D | -0.1% | -11.2% | +11.1% | +2.4% |
| 3M | +8.3% | -7.4% | +15.7% | +9.8% |
| 6M | +5.0% | -21.3% | +26.2% | +9.7% |
| YTD | +8.0% | -36.2% | +44.2% | +17.5% |
| 1Y | -1.1% | -31.3% | +30.2% | +5.5% |
| 3Y | -10.7% | -31.1% | +20.3% | -6.6% |
| 5Y | -13.5% | -44.9% | +31.3% | -6.1% |
| 10Y | -55.4% | +83.1% | -138.5% | -67.6% |
| All | -43.0% | +89.5% | -132.5% | -58.5% |
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