-55.5%
FIS vs APA
+101.2%
-156.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.0% | -8.1% | -6.3% |
| 7D | -3.5% | +9.6% | -13.1% | -4.2% |
| 30D | -19.4% | -0.2% | -19.2% | -19.4% |
| 3M | -31.6% | +19.8% | -51.4% | -31.5% |
| 6M | -32.5% | +30.1% | -62.6% | -32.4% |
| YTD | -56.0% | +100.4% | -156.4% | -56.8% |
| 1Y | -55.5% | +105.2% | -160.7% | -56.4% |
| All | -55.5% | +101.2% | -156.7% | -56.4% |
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