-77.6%
FISV vs KRMN
+17.6%
-95.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +5.3% |
| 7D | -2.7% | -11.8% | +9.1% | -1.9% |
| 30D | 0.0% | -43.0% | +43.1% | +3.4% |
| 3M | -2.8% | -28.8% | +26.1% | -1.3% |
| 6M | -11.8% | -66.3% | +54.5% | -5.9% |
| YTD | -23.2% | -51.8% | +28.6% | -21.9% |
| 1Y | -62.0% | -44.7% | -17.3% | -62.5% |
| All | -77.6% | +17.6% | -95.2% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 3y: compounded portfolio wealth divided by compounded KRMN 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…
3y analysis · Full analysis span regression · 6 months rolling