-32.1%
FIS vs AHR
+364.8%
-396.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.2% | -5.7% | -5.9% |
| 7D | -3.5% | -3.4% | 0.0% | -3.1% |
| 30D | -7.8% | -3.8% | -4.1% | -7.5% |
| 3M | +0.8% | +20.1% | -19.2% | -1.1% |
| 6M | -21.9% | +7.1% | -29.0% | -22.6% |
| YTD | -39.5% | +17.2% | -56.7% | -41.0% |
| 1Y | -41.0% | +30.4% | -71.4% | -43.9% |
| All | -32.1% | +364.8% | -396.8% | -47.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling