-27.8%
AAL vs HAS
+774.8%
-802.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.6% |
| 7D | -3.7% | -1.8% | -1.9% | -2.5% |
| 30D | -20.8% | +2.3% | -23.1% | -22.1% |
| 3M | -1.3% | +10.4% | -11.6% | -8.0% |
| 6M | +5.4% | -3.2% | +8.6% | +6.1% |
| YTD | -14.4% | +15.4% | -29.8% | -23.9% |
| 1Y | +2.1% | +18.8% | -16.7% | -11.6% |
| 3Y | -10.6% | +43.9% | -54.5% | -35.1% |
| 5Y | -32.2% | +13.9% | -46.1% | -43.8% |
| 10Y | -62.7% | +56.4% | -119.1% | -79.4% |
| All | -27.8% | +774.8% | -802.6% | -91.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling