+11.3%
AMCR vs HAS
+63.1%
-51.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.3% |
| 7D | -8.5% | +2.0% | -10.5% | -9.0% |
| 30D | +6.8% | +30.9% | -24.2% | -1.5% |
| 3M | -5.0% | +28.8% | -33.8% | -11.9% |
| 6M | +13.9% | +32.3% | -18.5% | +3.7% |
| YTD | +11.2% | +54.7% | -43.5% | -6.2% |
| 1Y | +11.3% | +63.2% | -51.9% | -8.5% |
| All | +11.3% | +63.1% | -51.8% | -8.5% |
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