-62.0%
FISV vs KR
-13.3%
-48.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.7% | +2.7% | +4.6% |
| 7D | -2.7% | -0.2% | -2.5% | -2.6% |
| 30D | 0.0% | +5.1% | -5.0% | -1.2% |
| 3M | -2.8% | -8.2% | +5.4% | -1.9% |
| 6M | -11.8% | -18.0% | +6.2% | -9.6% |
| YTD | -23.2% | -4.8% | -18.4% | -26.9% |
| 1Y | -62.0% | -11.0% | -51.0% | -60.1% |
| All | -62.0% | -13.3% | -48.7% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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