-2.0%
FISV vs KWEB
-33.1%
+31.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.9% |
| 7D | +29.4% | +8.6% | +20.8% | +28.2% |
| 30D | +38.0% | +0.9% | +37.1% | +37.5% |
| 3M | +15.9% | -13.2% | +29.2% | +16.8% |
| 6M | +9.5% | -13.2% | +22.7% | +9.2% |
| YTD | -6.6% | -27.3% | +20.7% | -2.9% |
| 1Y | -2.0% | -33.2% | +31.3% | +2.0% |
| All | -2.0% | -33.1% | +31.1% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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