+226.6%
RCL vs INFY
-45.7%
+272.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -2.5% | -9.8% | +7.3% | +1.7% |
| 30D | -15.7% | -13.4% | -2.3% | -10.7% |
| 3M | -3.6% | -7.2% | +3.6% | -1.7% |
| 6M | -8.7% | -20.6% | +12.0% | -0.5% |
| YTD | -6.2% | -37.5% | +31.3% | +13.0% |
| 1Y | -22.9% | -33.4% | +10.5% | -10.8% |
| 3Y | +173.6% | -32.4% | +206.0% | +204.2% |
| 5Y | +226.6% | -45.5% | +272.0% | +296.7% |
| All | +226.6% | -45.7% | +272.2% | +296.7% |
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