-6.5%
ACHR vs FIS
-37.3%
+30.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.7% | -3.5% | +1.0% |
| 7D | +18.0% | +1.5% | +16.4% | +17.2% |
| 30D | +3.6% | -11.8% | +15.4% | +4.6% |
| 3M | -28.4% | -28.5% | +0.1% | -20.4% |
| 6M | -25.7% | -27.0% | +1.3% | -19.4% |
| YTD | -35.4% | -53.1% | +17.7% | -9.5% |
| 1Y | -45.6% | -52.8% | +7.1% | -24.4% |
| All | -6.5% | -37.3% | +30.8% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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