-19.3%
AFRM vs HAS
+20.3%
-39.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.4% |
| 7D | -7.0% | -1.8% | -5.2% | -6.2% |
| 30D | -7.8% | +2.3% | -10.1% | -8.5% |
| 3M | +5.3% | +10.4% | -5.1% | +1.0% |
| 6M | +42.6% | -3.2% | +45.9% | +44.1% |
| YTD | -2.8% | +15.4% | -18.2% | -10.5% |
| 1Y | -19.3% | +18.8% | -38.1% | -33.9% |
| All | -19.3% | +20.3% | -39.6% | -33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling