-20.9%
AFRM vs HAS
+13.4%
-34.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.1% |
| 7D | -7.0% | -1.8% | -5.2% | -5.2% |
| 30D | -7.8% | +2.3% | -10.1% | -9.7% |
| 3M | +5.3% | +10.4% | -5.1% | -5.9% |
| 6M | +42.6% | -3.2% | +45.9% | +41.7% |
| YTD | -2.8% | +15.4% | -18.2% | -20.1% |
| 1Y | -19.3% | +18.8% | -38.1% | -36.2% |
| 3Y | +231.0% | +43.9% | +187.0% | +102.7% |
| All | -20.9% | +13.4% | -34.3% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling