-59.8%
FISV vs APTV
-55.3%
-4.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | +0.2% |
| 7D | -7.2% | -1.8% | -5.4% | -6.9% |
| 30D | -7.2% | -7.9% | +0.7% | -6.1% |
| 3M | -8.2% | -29.9% | +21.8% | -3.7% |
| 6M | -17.7% | -36.6% | +18.9% | -12.8% |
| YTD | -27.2% | -40.0% | +12.8% | -22.3% |
| 1Y | -63.0% | -44.0% | -19.0% | -60.0% |
| All | -59.8% | -55.3% | -4.5% | -55.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling