+179.3%
KO vs INFY
+80.1%
+99.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.3% |
| 7D | +0.2% | -5.4% | +5.6% | +1.2% |
| 30D | +1.8% | -9.9% | +11.7% | +3.7% |
| 3M | +7.7% | -4.6% | +12.2% | +8.2% |
| 6M | +15.3% | -18.5% | +33.7% | +18.8% |
| YTD | +28.0% | -36.5% | +64.5% | +37.6% |
| 1Y | +34.3% | -32.8% | +67.0% | +42.1% |
| 3Y | +63.8% | -32.2% | +96.0% | +69.8% |
| 5Y | +84.1% | -44.7% | +128.8% | +97.0% |
| All | +179.3% | +80.1% | +99.2% | +108.3% |
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