+12.8%
AMCR vs HAS
+44.6%
-31.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -1.9% | -1.8% | -0.1% | -1.4% |
| 30D | -4.1% | +2.3% | -6.4% | -4.7% |
| 3M | +21.7% | +10.4% | +11.3% | +18.4% |
| 6M | +1.5% | -3.2% | +4.7% | +1.6% |
| YTD | +13.1% | +15.4% | -2.3% | +8.2% |
| 1Y | +13.0% | +18.8% | -5.8% | +7.2% |
| All | +12.8% | +44.6% | -31.8% | +3.6% |
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