+150.8%
KRE vs INFY
+276.9%
-126.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -1.4% | -9.8% | +8.3% | +3.1% |
| 30D | -3.9% | -13.4% | +9.5% | +2.1% |
| 3M | +3.6% | -7.2% | +10.9% | +5.6% |
| 6M | +15.4% | -20.6% | +36.0% | +24.9% |
| YTD | +15.2% | -37.5% | +52.7% | +37.5% |
| 1Y | +16.5% | -33.4% | +49.8% | +34.1% |
| 3Y | +85.2% | -32.4% | +117.6% | +108.0% |
| 5Y | +33.1% | -45.5% | +78.6% | +61.9% |
| 10Y | +123.1% | +79.7% | +43.4% | +46.2% |
| All | +150.8% | +276.9% | -126.1% | -10.5% |
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