+474.0%
KORU vs INFY
-31.8%
+505.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.5% | +7.5% | +8.9% |
| 7D | -1.7% | -5.4% | +3.7% | -1.4% |
| 30D | +13.5% | -9.9% | +23.4% | +14.2% |
| 3M | -45.2% | -4.6% | -40.6% | -47.0% |
| 6M | +17.1% | -18.5% | +35.6% | +24.7% |
| YTD | +154.1% | -36.5% | +190.7% | +212.3% |
| 1Y | +375.7% | -32.8% | +408.4% | +441.7% |
| 3Y | +474.0% | -32.2% | +506.2% | +526.6% |
| All | +474.0% | -31.8% | +505.8% | +526.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling