-61.1%
FISV vs KEEL
+169.0%
-230.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.1% | +0.6% |
| 7D | -0.3% | +7.8% | -8.1% | -0.2% |
| 30D | -2.1% | -11.7% | +9.7% | -2.1% |
| 3M | -5.7% | -41.5% | +35.7% | -5.3% |
| 6M | -15.3% | +54.9% | -70.2% | -17.7% |
| YTD | -21.1% | +47.7% | -68.8% | -23.6% |
| 1Y | -61.1% | +177.6% | -238.7% | -63.6% |
| All | -61.1% | +169.0% | -230.1% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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