-25.7%
RKT vs INFY
-0.5%
-25.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -2.0% |
| 7D | -1.0% | -8.7% | +7.7% | +2.6% |
| 30D | -2.4% | -13.0% | +10.6% | +3.1% |
| 3M | +1.9% | -8.8% | +10.7% | +4.7% |
| 6M | -13.9% | -22.6% | +8.7% | -5.4% |
| YTD | -30.6% | -37.3% | +6.7% | -17.5% |
| 1Y | -34.4% | -33.4% | -1.0% | -24.5% |
| 3Y | +38.2% | -32.3% | +70.5% | +49.4% |
| 5Y | -9.7% | -45.2% | +35.6% | +5.8% |
| All | -25.7% | -0.5% | -25.2% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling