+74.3%
OKE vs INFY
-31.8%
+106.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.5% | +0.8% |
| 7D | +1.2% | -5.4% | +6.6% | +1.7% |
| 30D | +4.5% | -9.9% | +14.3% | +5.4% |
| 3M | +9.6% | -4.6% | +14.2% | +9.7% |
| 6M | +15.4% | -18.5% | +33.8% | +17.4% |
| YTD | +36.5% | -36.5% | +73.0% | +43.3% |
| 1Y | +39.0% | -32.8% | +71.7% | +43.3% |
| 3Y | +74.3% | -32.2% | +106.5% | +73.8% |
| All | +74.3% | -31.8% | +106.1% | +73.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling