+107.2%
APA vs HAS
+66.3%
+40.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.1% | -9.9% | -6.4% |
| 7D | -13.0% | +2.4% | -15.4% | -12.6% |
| 30D | +2.0% | +31.6% | -29.6% | +5.8% |
| 3M | +24.9% | +33.9% | -9.0% | +29.9% |
| 6M | +7.2% | +31.4% | -24.3% | +12.0% |
| YTD | +87.1% | +51.6% | +35.4% | +101.1% |
| 1Y | +107.2% | +65.2% | +42.0% | +128.8% |
| All | +107.2% | +66.3% | +40.8% | +128.8% |
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