+1,360.5%
AAPL vs HAS
+99.1%
+1,261.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.4% |
| 7D | +3.1% | +1.6% | +1.5% | +2.6% |
| 30D | +4.0% | +26.6% | -22.6% | -3.3% |
| 3M | +17.4% | +29.0% | -11.6% | +8.5% |
| 6M | +20.5% | +30.6% | -10.1% | +10.3% |
| YTD | +30.9% | +51.5% | -20.6% | +13.9% |
| 1Y | +30.1% | +58.5% | -28.3% | +11.6% |
| 3Y | +92.7% | +214.1% | -121.4% | +30.4% |
| 5Y | +142.2% | +50.2% | +92.0% | +102.7% |
| All | +1,360.5% | +99.1% | +1,261.4% | +974.4% |
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