-3.7%
FISV vs KMI
+26.0%
-29.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.1% | +10.4% | +6.1% |
| 7D | +29.6% | -5.2% | +34.9% | +29.4% |
| 30D | +34.5% | +1.2% | +33.2% | +33.9% |
| 3M | +11.2% | +1.3% | +9.9% | +10.8% |
| 6M | -1.2% | -1.1% | -0.1% | -1.3% |
| YTD | -7.6% | +19.0% | -26.6% | -8.0% |
| 1Y | -3.7% | +26.6% | -30.3% | -6.5% |
| All | -3.7% | +26.0% | -29.7% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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