-37.4%
FISV vs APA
+94.1%
-131.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.5% |
| 7D | +1.4% | +8.5% | -7.1% | +0.5% |
| 30D | +38.4% | +2.8% | +35.7% | +37.7% |
| 3M | +14.9% | +21.7% | -6.8% | +11.8% |
| 6M | +21.8% | +32.6% | -10.8% | +17.0% |
| YTD | -5.0% | +103.7% | -108.7% | -14.5% |
| 1Y | -1.2% | +101.8% | -103.0% | -10.9% |
| 3Y | -47.5% | +48.1% | -95.6% | -51.9% |
| All | -37.4% | +94.1% | -131.4% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling