+206.6%
ROL vs INFY
+80.1%
+126.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.2% |
| 7D | -3.2% | -5.4% | +2.2% | -2.0% |
| 30D | -4.9% | -9.9% | +5.0% | -2.9% |
| 3M | -25.8% | -4.6% | -21.3% | -25.4% |
| 6M | -37.6% | -18.5% | -19.1% | -35.3% |
| YTD | -41.5% | -36.5% | -4.9% | -36.1% |
| 1Y | -39.5% | -32.8% | -6.7% | -35.1% |
| 3Y | +0.1% | -32.2% | +32.3% | +5.1% |
| 5Y | -4.6% | -44.7% | +40.1% | +4.0% |
| All | +206.6% | +80.1% | +126.5% | +153.2% |
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