-47.5%
FISV vs APA
+45.9%
-93.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.6% |
| 7D | +1.4% | +8.5% | -7.1% | +1.0% |
| 30D | +38.4% | +2.8% | +35.7% | +38.0% |
| 3M | +14.9% | +21.7% | -6.8% | +12.9% |
| 6M | +21.8% | +32.6% | -10.8% | +18.7% |
| YTD | -5.0% | +103.7% | -108.7% | -11.6% |
| 1Y | -1.2% | +101.8% | -103.0% | -7.9% |
| 3Y | -47.5% | +48.1% | -95.6% | -52.8% |
| All | -47.5% | +45.9% | -93.5% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling