+274.4%
KLAC vs INFY
-31.8%
+306.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.9% |
| 7D | -2.7% | -5.4% | +2.7% | -2.3% |
| 30D | -13.2% | -9.9% | -3.3% | -12.6% |
| 3M | -25.0% | -4.6% | -20.4% | -25.2% |
| 6M | +23.6% | -18.5% | +42.1% | +28.5% |
| YTD | +49.2% | -36.5% | +85.8% | +69.3% |
| 1Y | +89.3% | -32.8% | +122.1% | +106.8% |
| 3Y | +274.4% | -32.2% | +306.6% | +319.1% |
| All | +274.4% | -31.8% | +306.1% | +319.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling