-47.4%
FISV vs KDP
+34.8%
-82.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | +0.3% |
| 7D | +3.0% | +4.0% | -1.0% | +1.6% |
| 30D | +38.8% | +16.8% | +22.0% | +30.5% |
| 3M | +21.2% | +32.0% | -10.8% | +8.8% |
| 6M | +17.5% | +35.2% | -17.7% | +4.5% |
| YTD | -4.9% | +40.9% | -45.8% | -17.5% |
| 1Y | -0.6% | +47.7% | -48.2% | -15.7% |
| All | -47.4% | +34.8% | -82.3% | -50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling