-3.3%
FISV vs APA
-2.8%
-0.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | -7.2% | +0.8% | -8.0% | -7.4% |
| 30D | -7.2% | +9.6% | -16.8% | -8.5% |
| 3M | -8.2% | +18.0% | -26.2% | -10.6% |
| 6M | -17.7% | +41.9% | -59.6% | -22.3% |
| YTD | -27.2% | +86.3% | -113.5% | -34.1% |
| 1Y | -63.0% | +97.9% | -160.8% | -66.9% |
| 3Y | -59.8% | +12.8% | -72.5% | -62.0% |
| 5Y | -55.8% | +177.2% | -233.0% | -64.6% |
| All | -3.3% | -2.8% | -0.5% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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