-57.7%
FISV vs KMB
-14.2%
-43.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.2% | -2.9% |
| 7D | -6.4% | -8.6% | +2.2% | -3.4% |
| 30D | -6.8% | -7.5% | +0.7% | -4.2% |
| 3M | -10.0% | -0.6% | -9.3% | -9.5% |
| 6M | -20.6% | -1.5% | -19.1% | -20.1% |
| YTD | -27.6% | +1.6% | -29.2% | -28.2% |
| 1Y | -64.3% | -20.8% | -43.6% | -61.2% |
| 3Y | -60.0% | -12.4% | -47.6% | -58.5% |
| 5Y | -57.7% | -12.9% | -44.8% | -56.1% |
| All | -57.7% | -14.2% | -43.5% | -56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling