-63.0%
FISV vs KDP
+18.4%
-81.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +1.6% |
| 7D | -7.2% | -4.3% | -2.9% | -5.1% |
| 30D | -7.2% | +7.8% | -15.0% | -10.7% |
| 3M | -8.2% | -0.1% | -8.1% | -8.6% |
| 6M | -17.7% | +14.0% | -31.7% | -23.4% |
| YTD | -27.2% | +15.1% | -42.2% | -34.8% |
| 1Y | -63.0% | +18.5% | -81.5% | -63.0% |
| All | -63.0% | +18.4% | -81.4% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 1y: compounded portfolio wealth divided by compounded KDP 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…
1y analysis · Full analysis span regression · 6 months rolling