-3.7%
FISV vs KMB
+11.9%
-15.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.1% | +2.1% | +5.2% |
| 7D | +29.6% | +0.4% | +29.3% | +29.2% |
| 30D | +34.5% | +14.0% | +20.5% | +29.6% |
| 3M | +11.2% | -1.3% | +12.6% | +10.9% |
| 6M | -1.2% | +16.7% | -17.9% | -1.4% |
| YTD | -7.6% | +12.0% | -19.6% | -9.3% |
| 1Y | -3.7% | +13.6% | -17.4% | -5.3% |
| All | -3.7% | +11.9% | -15.6% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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