-63.2%
FISV vs KMB
-20.3%
-42.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.2% | -2.7% |
| 7D | -6.4% | -8.6% | +2.2% | -3.0% |
| 30D | -6.8% | -7.5% | +0.7% | -3.8% |
| 3M | -10.0% | -0.6% | -9.3% | -9.0% |
| 6M | -20.6% | -1.5% | -19.1% | -19.3% |
| YTD | -27.6% | +1.6% | -29.2% | -28.3% |
| All | -63.2% | -20.3% | -42.8% | -53.1% |
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