-26.3%
APH vs FIS
-37.2%
+10.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.7% | -50.5% | -47.2% |
| 7D | -48.7% | +3.3% | -52.0% | -48.1% |
| 30D | -51.9% | -2.2% | -49.7% | -51.6% |
| 3M | -43.6% | +2.1% | -45.7% | -42.9% |
| 6M | -37.5% | -14.7% | -22.9% | -36.6% |
| YTD | -38.6% | -35.7% | -2.9% | -39.5% |
| 1Y | -26.3% | -37.1% | +10.7% | -27.7% |
| All | -26.3% | -37.2% | +10.9% | -27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling