-51.1%
FIS vs APA
+107.6%
-158.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -6.9% | -16.8% | -23.2% |
| 7D | -18.4% | -13.0% | -5.5% | -18.0% |
| 30D | -11.4% | +2.0% | -13.3% | -10.9% |
| 3M | -32.0% | +24.9% | -56.9% | -31.6% |
| 6M | -35.6% | +7.2% | -42.8% | -34.9% |
| YTD | -53.8% | +87.1% | -140.9% | -54.2% |
| 1Y | -51.1% | +107.2% | -158.2% | -51.0% |
| All | -51.1% | +107.6% | -158.7% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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