+131,458.9%
AAPL vs HAS
+4,652.9%
+126,806.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | +1.7% | +31.0% | -29.3% | -5.9% |
| 3M | +9.7% | +30.7% | -21.0% | +1.5% |
| 6M | +19.3% | +23.9% | -4.6% | +11.4% |
| YTD | +26.3% | +48.3% | -22.0% | +11.7% |
| 1Y | +27.4% | +60.2% | -32.8% | +10.2% |
| 3Y | +93.6% | +189.2% | -95.6% | +39.1% |
| 5Y | +131.7% | +50.4% | +81.3% | +96.4% |
| 10Y | +1,268.5% | +104.2% | +1,164.3% | +903.8% |
| All | +131,458.9% | +4,652.9% | +126,806.0% | +34,248.2% |
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