-60.0%
FISV vs APA
+12.6%
-72.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.0% | -7.3% | -4.6% |
| 7D | -6.4% | +0.3% | -6.7% | -6.4% |
| 30D | -6.8% | +9.3% | -16.1% | -7.5% |
| 3M | -10.0% | +23.3% | -33.3% | -11.6% |
| 6M | -20.6% | +39.5% | -60.1% | -23.2% |
| YTD | -27.6% | +87.6% | -115.2% | -31.9% |
| 1Y | -64.3% | +114.2% | -178.6% | -66.9% |
| All | -60.0% | +12.6% | -72.6% | -63.3% |
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