-1.2%
FISV vs KEY
+25.9%
-27.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.5% |
| 7D | +1.4% | +2.9% | -1.5% | +0.3% |
| 30D | +38.4% | +8.4% | +30.0% | +33.6% |
| 3M | +14.9% | -5.8% | +20.7% | +17.5% |
| 6M | +21.8% | +5.4% | +16.3% | +19.0% |
| YTD | -5.0% | +7.1% | -12.1% | -8.4% |
| 1Y | -1.2% | +26.8% | -28.0% | -13.1% |
| All | -1.2% | +25.9% | -27.1% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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