-33.6%
FIS vs AHR
+360.2%
-393.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +1.1% |
| 7D | -8.9% | -3.0% | -5.8% | -8.6% |
| 30D | -9.9% | +2.6% | -12.5% | -10.2% |
| 3M | 0.0% | +16.0% | -16.0% | -1.6% |
| 6M | -22.9% | +3.1% | -26.0% | -23.1% |
| YTD | -40.9% | +16.0% | -56.9% | -42.3% |
| 1Y | -40.4% | +28.0% | -68.4% | -43.2% |
| All | -33.6% | +360.2% | -393.8% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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