-53.1%
FISV vs KR
+52.3%
-105.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.7% | +2.7% | +4.9% |
| 7D | -2.7% | -0.2% | -2.5% | -2.6% |
| 30D | 0.0% | +5.1% | -5.0% | -0.8% |
| 3M | -2.8% | -8.2% | +5.4% | -1.6% |
| 6M | -11.8% | -18.0% | +6.2% | -9.4% |
| YTD | -23.2% | -4.8% | -18.4% | -23.3% |
| 1Y | -62.0% | -11.0% | -51.0% | -61.5% |
| 3Y | -57.6% | +37.7% | -95.3% | -60.3% |
| All | -53.1% | +52.3% | -105.5% | -57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling