+121.9%
KRE vs FISV
+3.1%
+118.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.3% | -2.1% |
| 7D | -1.8% | -2.7% | +0.9% | -0.8% |
| 30D | -4.5% | 0.0% | -4.5% | -4.9% |
| 3M | +2.7% | -2.8% | +5.5% | +2.8% |
| 6M | +16.9% | -11.8% | +28.7% | +20.7% |
| YTD | +15.4% | -23.2% | +38.6% | +25.7% |
| 1Y | +16.1% | -62.0% | +78.1% | +61.9% |
| 3Y | +85.7% | -57.6% | +143.3% | +123.2% |
| 5Y | +33.3% | -53.4% | +86.7% | +47.5% |
| All | +121.9% | +3.1% | +118.8% | +78.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling