+12,933.0%
FISV vs KEY
+1,006.4%
+11,926.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.2% | -3.6% |
| 7D | -2.0% | +1.8% | -3.7% | -2.4% |
| 30D | +31.8% | +7.1% | +24.7% | +29.3% |
| 3M | +19.3% | -5.9% | +25.2% | +21.2% |
| 6M | +12.1% | +2.2% | +9.9% | +11.3% |
| YTD | -8.4% | +6.4% | -14.9% | -10.2% |
| 1Y | -4.5% | +24.8% | -29.2% | -10.2% |
| 3Y | -49.4% | +125.2% | -174.6% | -60.1% |
| 5Y | -39.0% | +13.0% | -52.0% | -44.6% |
| 10Y | +22.3% | +98.5% | -76.1% | -10.3% |
| All | +12,933.0% | +1,006.4% | +11,926.6% | +5,754.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling