+459.6%
KO vs INFY
+2,969.1%
-2,509.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -1.1% | -9.8% | +8.7% | -0.3% |
| 30D | +1.6% | -13.4% | +15.0% | +2.6% |
| 3M | +5.8% | -7.2% | +13.0% | +6.2% |
| 6M | +14.3% | -20.6% | +34.9% | +16.0% |
| YTD | +27.3% | -37.5% | +64.8% | +31.2% |
| 1Y | +33.2% | -33.4% | +66.5% | +36.5% |
| 3Y | +64.5% | -32.4% | +96.9% | +67.6% |
| 5Y | +83.1% | -45.5% | +128.6% | +88.7% |
| 10Y | +183.9% | +79.7% | +104.2% | +167.0% |
| All | +459.6% | +2,969.1% | -2,509.5% | +411.6% |
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 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