-64.8%
AAL vs HAS
+56.8%
-121.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.5% |
| 7D | -3.7% | -1.8% | -1.9% | -2.8% |
| 30D | -20.8% | +2.3% | -23.1% | -21.8% |
| 3M | -1.3% | +10.4% | -11.6% | -6.6% |
| 6M | +5.4% | -3.2% | +8.6% | +6.2% |
| YTD | -14.4% | +15.4% | -29.8% | -22.0% |
| 1Y | +2.1% | +18.8% | -16.7% | -8.8% |
| 3Y | -10.6% | +43.9% | -54.5% | -30.1% |
| 5Y | -32.2% | +13.9% | -46.1% | -40.4% |
| All | -64.8% | +56.8% | -121.7% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling