+13.5%
KMB vs INFY
+80.1%
-66.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | -6.5% | -5.4% | -1.1% | -5.9% |
| 30D | -8.8% | -9.9% | +1.0% | -7.7% |
| 3M | -2.2% | -4.6% | +2.4% | -1.8% |
| 6M | +0.7% | -18.5% | +19.1% | +2.6% |
| YTD | +1.0% | -36.5% | +37.6% | +5.7% |
| 1Y | -20.3% | -32.8% | +12.4% | -17.4% |
| 3Y | -13.3% | -32.2% | +18.9% | -11.2% |
| 5Y | -12.9% | -44.7% | +31.7% | -9.1% |
| All | +13.5% | +80.1% | -66.6% | -8.0% |
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