+5,016.4%
ROL vs INFY
+3,031.0%
+1,985.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.9% | +2.3% | -1.7% |
| 7D | -3.4% | -7.2% | +3.8% | -2.2% |
| 30D | -6.9% | -11.2% | +4.2% | -5.2% |
| 3M | -24.6% | -7.4% | -17.2% | -23.9% |
| 6M | -39.5% | -21.3% | -18.3% | -37.5% |
| YTD | -41.1% | -36.2% | -4.9% | -37.1% |
| 1Y | -37.9% | -31.3% | -6.7% | -34.7% |
| 3Y | +0.8% | -31.1% | +31.9% | +4.9% |
| 5Y | -4.7% | -44.9% | +40.2% | +2.0% |
| 10Y | +207.9% | +83.1% | +124.8% | +165.9% |
| All | +5,016.4% | +3,031.0% | +1,985.5% | +3,103.5% |
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 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