+134,656.0%
AAPL vs HAS
+4,733.2%
+129,922.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +2.0% |
| 7D | +3.7% | +2.2% | +1.5% | +3.1% |
| 30D | +4.2% | +29.6% | -25.4% | -3.3% |
| 3M | +12.0% | +30.3% | -18.2% | +3.7% |
| 6M | +19.8% | +25.6% | -5.8% | +11.4% |
| YTD | +29.3% | +50.8% | -21.5% | +13.9% |
| 1Y | +31.1% | +63.0% | -31.9% | +12.9% |
| 3Y | +94.9% | +211.6% | -116.7% | +37.2% |
| 5Y | +138.1% | +50.4% | +87.7% | +101.8% |
| 10Y | +1,276.0% | +101.9% | +1,174.1% | +912.3% |
| All | +134,656.0% | +4,733.2% | +129,922.7% | +34,922.1% |
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