-56.9%
FISV vs ALK
+4.2%
-61.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.2% |
| 7D | -0.3% | -0.7% | +0.3% | -0.2% |
| 30D | -2.1% | -19.2% | +17.2% | +2.5% |
| 3M | -5.7% | -1.5% | -4.2% | -6.2% |
| 6M | -15.3% | -13.1% | -2.3% | -14.0% |
| YTD | -21.1% | -16.4% | -4.7% | -19.4% |
| 1Y | -61.1% | -33.1% | -28.0% | -58.4% |
| All | -56.9% | +4.2% | -61.2% | -57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling