+2.0%
FISV vs APTV
-16.1%
+18.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.5% |
| 7D | -2.7% | -5.0% | +2.3% | -1.3% |
| 30D | 0.0% | -6.1% | +6.1% | +1.7% |
| 3M | -2.8% | -33.0% | +30.2% | +7.4% |
| 6M | -11.8% | -35.2% | +23.4% | -2.7% |
| YTD | -23.2% | -40.1% | +16.9% | -13.7% |
| 1Y | -62.0% | -45.6% | -16.4% | -56.1% |
| 3Y | -57.6% | -54.4% | -3.3% | -50.3% |
| 5Y | -53.4% | -68.9% | +15.5% | -40.7% |
| All | +2.0% | -16.1% | +18.1% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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