+2,896.3%
KLAC vs INFY
+80.1%
+2,816.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.3% |
| 7D | -2.7% | -5.4% | +2.7% | -0.3% |
| 30D | -13.2% | -9.9% | -3.3% | -9.4% |
| 3M | -25.0% | -4.6% | -20.4% | -26.3% |
| 6M | +23.6% | -18.5% | +42.1% | +29.9% |
| YTD | +49.2% | -36.5% | +85.8% | +77.9% |
| 1Y | +89.3% | -32.8% | +122.1% | +115.8% |
| 3Y | +274.4% | -32.2% | +306.6% | +314.4% |
| 5Y | +440.9% | -44.7% | +485.6% | +575.6% |
| All | +2,896.3% | +80.1% | +2,816.2% | +1,831.1% |
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