+56.9%
KORU vs INFY
-44.9%
+101.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.5% | +7.5% | +8.3% |
| 7D | -1.7% | -5.4% | +3.7% | +0.7% |
| 30D | +13.5% | -9.9% | +23.4% | +18.2% |
| 3M | -45.2% | -4.6% | -40.6% | -49.0% |
| 6M | +17.1% | -18.5% | +35.6% | +22.8% |
| YTD | +154.1% | -36.5% | +190.7% | +221.3% |
| 1Y | +375.7% | -32.8% | +408.4% | +452.5% |
| 3Y | +474.0% | -32.2% | +506.2% | +549.8% |
| All | +56.9% | -44.9% | +101.8% | +121.6% |
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