-53.1%
FISV vs KWEB
-42.7%
-10.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.8% | +5.3% |
| 7D | -2.7% | -5.6% | +2.9% | -1.9% |
| 30D | 0.0% | -10.7% | +10.7% | +1.5% |
| 3M | -2.8% | -7.4% | +4.6% | -1.9% |
| 6M | -11.8% | -19.3% | +7.5% | -9.6% |
| YTD | -23.2% | -27.8% | +4.5% | -20.2% |
| 1Y | -62.0% | -35.9% | -26.1% | -59.9% |
| 3Y | -57.6% | -1.9% | -55.7% | -58.3% |
| All | -53.1% | -42.7% | -10.4% | -51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling