+5.8%
APA vs HAS
+44.2%
-38.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.0% |
| 7D | +0.5% | -1.8% | +2.3% | +1.1% |
| 30D | +23.4% | +2.3% | +21.1% | +22.5% |
| 3M | +12.7% | +10.4% | +2.3% | +8.8% |
| 6M | +39.4% | -3.2% | +42.7% | +39.3% |
| YTD | +79.0% | +15.4% | +63.5% | +65.4% |
| 1Y | +88.8% | +18.8% | +70.0% | +71.8% |
| All | +5.8% | +44.2% | -38.4% | -15.8% |
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 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