+36.6%
OKE vs INFY
-20.0%
+56.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.6% | -7.2% | -2.5% |
| 7D | -9.0% | +4.9% | -13.9% | -8.8% |
| 30D | -2.3% | +21.3% | -23.6% | -1.9% |
| 3M | 0.0% | +2.6% | -2.6% | -0.1% |
| 6M | -2.0% | +4.9% | -6.9% | -2.1% |
| YTD | +23.2% | -26.6% | +49.8% | +20.2% |
| 1Y | +36.6% | -20.4% | +57.0% | +31.0% |
| All | +36.6% | -20.0% | +56.6% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling