+13.0%
APH vs FISV
-0.6%
+13.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.0% | +7.2% | +8.2% |
| 7D | +1.1% | +22.3% | -21.2% | +1.1% |
| 30D | -7.5% | +39.2% | -46.7% | -7.3% |
| 3M | -4.4% | +21.2% | -25.6% | -4.1% |
| 6M | +26.5% | +14.5% | +12.0% | +27.7% |
| YTD | +20.0% | -5.4% | +25.5% | +18.5% |
| All | +13.0% | -0.6% | +13.6% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 1y: compounded portfolio wealth divided by compounded FISV 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…
1y analysis · Full analysis span regression · 6 months rolling