+212.2%
FISV vs KMI
+107.5%
+104.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.6% | -3.8% |
| 7D | -6.4% | -1.8% | -4.7% | -5.9% |
| 30D | -6.8% | +0.1% | -6.9% | -7.0% |
| 3M | -10.0% | +1.2% | -11.1% | -10.4% |
| 6M | -20.6% | -3.9% | -16.7% | -19.9% |
| YTD | -27.6% | +17.5% | -45.1% | -31.9% |
| 1Y | -64.3% | +22.6% | -87.0% | -66.9% |
| 3Y | -60.0% | +116.3% | -176.3% | -69.7% |
| 5Y | -57.7% | +157.6% | -215.3% | -70.0% |
| 10Y | -3.0% | +136.6% | -139.5% | -33.4% |
| All | +212.2% | +107.5% | +104.6% | +101.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling