+220.9%
AFRM vs HAS
+182.9%
+38.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.7% | -6.2% | -6.9% |
| 7D | -6.9% | 0.0% | -6.9% | -6.8% |
| 30D | -7.0% | +31.3% | -38.3% | -21.0% |
| 3M | -11.2% | +32.1% | -43.3% | -24.8% |
| 6M | +4.3% | +28.1% | -23.9% | -11.3% |
| YTD | -6.4% | +49.1% | -55.5% | -28.2% |
| 1Y | -2.6% | +60.5% | -63.1% | -28.8% |
| All | +220.9% | +182.9% | +38.0% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling