+17.5%
FISV vs KDP
+34.6%
-17.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | +0.3% |
| 7D | +3.0% | +4.0% | -1.0% | +1.5% |
| 30D | +38.8% | +16.8% | +22.0% | +28.3% |
| 3M | +21.2% | +32.0% | -10.8% | +5.6% |
| 6M | +17.5% | +35.2% | -17.7% | +7.4% |
| All | +17.5% | +34.6% | -17.1% | +7.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling