+31.7%
KRE vs INFY
-44.9%
+76.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | -0.4% |
| 7D | -1.8% | -5.4% | +3.6% | 0.0% |
| 30D | -4.5% | -9.9% | +5.4% | -1.3% |
| 3M | +2.7% | -4.6% | +7.3% | +3.3% |
| 6M | +16.9% | -18.5% | +35.3% | +23.7% |
| YTD | +15.4% | -36.5% | +51.9% | +33.5% |
| 1Y | +16.1% | -32.8% | +48.8% | +30.0% |
| 3Y | +85.7% | -32.2% | +117.9% | +102.8% |
| All | +31.7% | -44.9% | +76.6% | +54.3% |
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 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