+108.8%
KMI vs INFY
+92.5%
+16.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -2.1% | -9.8% | +7.7% | +0.3% |
| 30D | -1.7% | -13.4% | +11.7% | +1.6% |
| 3M | -1.9% | -7.2% | +5.3% | -0.9% |
| 6M | -4.3% | -20.6% | +16.3% | 0.0% |
| YTD | +15.8% | -37.5% | +53.3% | +27.7% |
| 1Y | +17.6% | -33.4% | +51.0% | +26.8% |
| 3Y | +113.1% | -32.4% | +145.6% | +124.8% |
| 5Y | +154.0% | -45.5% | +199.5% | +179.4% |
| 10Y | +133.1% | +79.7% | +53.4% | +76.7% |
| All | +108.8% | +92.5% | +16.3% | +49.9% |
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