-24.5%
KVUE vs INFY
-19.8%
-4.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.2% |
| 7D | -5.1% | -5.4% | +0.3% | -4.7% |
| 30D | -6.3% | -9.9% | +3.5% | -5.5% |
| 3M | -0.5% | -4.6% | +4.1% | -0.2% |
| 6M | +3.1% | -18.5% | +21.5% | +4.3% |
| YTD | +6.7% | -36.5% | +43.2% | +9.7% |
| 1Y | -1.1% | -32.8% | +31.6% | +0.8% |
| 3Y | -8.7% | -32.2% | +23.5% | -8.8% |
| All | -24.5% | -19.8% | -4.7% | -25.2% |
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