+27.4%
FISV vs APA
+8.7%
+18.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.5% |
| 7D | +1.4% | +8.5% | -7.1% | +0.3% |
| 30D | +38.4% | +2.8% | +35.7% | +37.6% |
| 3M | +14.9% | +21.7% | -6.8% | +11.3% |
| 6M | +21.8% | +32.6% | -10.8% | +16.2% |
| YTD | -5.0% | +103.7% | -108.7% | -15.4% |
| 1Y | -1.2% | +101.8% | -103.0% | -11.8% |
| 3Y | -47.5% | +48.1% | -95.6% | -52.4% |
| 5Y | -36.7% | +91.9% | -128.6% | -46.5% |
| All | +27.4% | +8.7% | +18.7% | -9.2% |
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