+546.0%
RKLB vs INFY
-17.2%
+563.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +0.9% |
| 7D | -2.0% | -5.4% | +3.3% | +0.4% |
| 30D | -22.4% | -9.9% | -12.6% | -18.9% |
| 3M | -45.2% | -4.6% | -40.6% | -45.7% |
| 6M | -12.5% | -18.5% | +5.9% | -6.2% |
| YTD | -9.8% | -36.5% | +26.8% | +11.0% |
| 1Y | +30.0% | -32.8% | +62.7% | +53.2% |
| 3Y | +942.2% | -32.2% | +974.4% | +1,095.4% |
| 5Y | +236.8% | -44.7% | +281.5% | +330.8% |
| All | +546.0% | -17.2% | +563.2% | +633.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling