-10.3%
AMCR vs HAS
+10.2%
-20.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.1% |
| 7D | -1.8% | -3.1% | +1.3% | -1.0% |
| 30D | -6.0% | -2.7% | -3.3% | -5.4% |
| 3M | +18.9% | +8.9% | +10.0% | +16.0% |
| 6M | +5.7% | -2.9% | +8.6% | +5.8% |
| YTD | +11.1% | +12.6% | -1.5% | +6.7% |
| 1Y | +12.7% | +17.5% | -4.8% | +6.9% |
| 3Y | +9.6% | +46.2% | -36.6% | -3.7% |
| 5Y | -10.3% | +12.6% | -22.9% | -11.9% |
| All | -10.3% | +10.2% | -20.5% | -11.9% |
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 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