+26.9%
KRE vs FISV
-4.0%
+30.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.2% | -4.5% | +0.9% |
| 7D | +2.8% | +29.6% | -26.8% | -1.1% |
| 30D | +5.3% | +34.5% | -29.2% | +0.7% |
| 3M | -4.2% | +11.2% | -15.5% | -5.8% |
| 6M | +8.7% | -1.2% | +9.9% | +8.4% |
| YTD | +16.4% | -7.6% | +24.0% | +17.8% |
| 1Y | +26.9% | -3.7% | +30.6% | +26.6% |
| All | +26.9% | -4.0% | +30.9% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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