-64.3%
FISV vs KEY
+18.3%
-82.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.1% | -4.2% |
| 7D | -6.4% | -0.3% | -6.1% | -6.2% |
| 30D | -6.8% | -3.3% | -3.6% | -5.3% |
| 3M | -10.0% | -0.7% | -9.2% | -9.7% |
| 6M | -20.6% | +12.5% | -33.1% | -26.1% |
| YTD | -27.6% | +8.4% | -36.0% | -31.9% |
| 1Y | -64.3% | +18.4% | -82.8% | -70.1% |
| All | -64.3% | +18.3% | -82.6% | -70.1% |
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