+188.0%
APD vs HAS
+102.4%
+85.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | +0.2% |
| 7D | -0.2% | +3.3% | -3.5% | -1.0% |
| 30D | +11.0% | +30.5% | -19.5% | +3.5% |
| 3M | +2.0% | +29.9% | -27.9% | -4.9% |
| 6M | +7.1% | +26.5% | -19.5% | 0.0% |
| YTD | +29.8% | +51.9% | -22.2% | +14.8% |
| 1Y | +24.0% | +60.9% | -36.9% | +8.0% |
| 3Y | +27.2% | +215.0% | -187.8% | -9.7% |
| 5Y | +12.8% | +51.5% | -38.7% | -3.5% |
| All | +188.0% | +102.4% | +85.6% | +121.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling