+88.2%
APA vs HAS
+61.8%
+26.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | 0.0% |
| 7D | -8.7% | +2.2% | -10.9% | -8.4% |
| 30D | -2.4% | +29.6% | -32.0% | +1.0% |
| 3M | +19.0% | +30.3% | -11.3% | +23.1% |
| 6M | +26.8% | +25.6% | +1.2% | +30.8% |
| YTD | +87.3% | +50.8% | +36.5% | +99.4% |
| All | +88.2% | +61.8% | +26.4% | +101.2% |
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