-11.4%
RKT vs INFY
-44.9%
+33.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.7% |
| 7D | -6.3% | -5.4% | -0.9% | -4.1% |
| 30D | -6.2% | -9.9% | +3.7% | -2.2% |
| 3M | -1.9% | -4.6% | +2.7% | -0.9% |
| 6M | -13.0% | -18.5% | +5.5% | -6.1% |
| YTD | -31.9% | -36.5% | +4.6% | -18.7% |
| 1Y | -37.6% | -32.8% | -4.8% | -27.9% |
| 3Y | +36.8% | -32.2% | +69.0% | +46.1% |
| All | -11.4% | -44.9% | +33.4% | +1.5% |
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