+19,143.8%
AFL vs HAS
+3,598.5%
+15,545.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | +0.6% | -1.8% | +2.4% | +1.1% |
| 30D | -6.2% | +2.3% | -8.4% | -6.9% |
| 3M | +2.2% | +10.4% | -8.2% | -1.2% |
| 6M | +5.3% | -3.2% | +8.5% | +5.3% |
| YTD | +8.0% | +15.4% | -7.5% | +2.2% |
| 1Y | +10.2% | +18.8% | -8.6% | +3.1% |
| 3Y | +67.1% | +43.9% | +23.1% | +42.5% |
| 5Y | +135.6% | +13.9% | +121.7% | +110.7% |
| 10Y | +299.4% | +56.4% | +242.9% | +205.7% |
| All | +19,143.8% | +3,598.5% | +15,545.3% | +5,586.8% |
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