+27.1%
FISV vs ALK
-41.4%
+68.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | +3.0% | +2.6% | +0.4% | +2.2% |
| 30D | +38.8% | +7.8% | +31.0% | +35.6% |
| 3M | +21.2% | -15.2% | +36.4% | +25.8% |
| 6M | +17.5% | +5.0% | +12.4% | +13.8% |
| YTD | -4.9% | -18.4% | +13.6% | -2.9% |
| 1Y | -0.6% | -2.4% | +1.8% | -3.7% |
| 3Y | -47.4% | +19.8% | -67.2% | -53.6% |
| 5Y | -36.0% | -27.8% | -8.3% | -36.6% |
| 10Y | +27.1% | -42.0% | +69.1% | +13.6% |
| All | +27.1% | -41.4% | +68.5% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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