+11,131.7%
FISV vs APA
+815.8%
+10,315.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.0% |
| 7D | -0.3% | +0.5% | -0.9% | -0.5% |
| 30D | -2.1% | +23.4% | -25.5% | -5.3% |
| 3M | -5.7% | +12.7% | -18.4% | -7.8% |
| 6M | -15.3% | +39.4% | -54.8% | -20.3% |
| YTD | -21.1% | +79.0% | -100.0% | -28.8% |
| 1Y | -61.1% | +88.8% | -149.9% | -65.3% |
| 3Y | -56.8% | +6.4% | -63.2% | -59.1% |
| 5Y | -54.2% | +153.0% | -207.2% | -63.5% |
| 10Y | +1.6% | +7.5% | -6.0% | -22.5% |
| All | +11,131.7% | +815.8% | +10,315.9% | +6,905.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling