+82.6%
KO vs INFY
-44.9%
+127.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.4% |
| 7D | +0.2% | -5.4% | +5.6% | +0.7% |
| 30D | +1.8% | -9.9% | +11.7% | +2.6% |
| 3M | +7.7% | -4.6% | +12.2% | +7.9% |
| 6M | +15.3% | -18.5% | +33.7% | +16.4% |
| YTD | +28.0% | -36.5% | +64.5% | +31.2% |
| 1Y | +34.3% | -32.8% | +67.0% | +36.8% |
| 3Y | +63.8% | -32.2% | +96.0% | +64.9% |
| All | +82.6% | -44.9% | +127.4% | +84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling