+192.8%
APD vs HAS
+99.1%
+93.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.4% | +0.9% |
| 7D | +2.2% | +1.6% | +0.5% | +1.7% |
| 30D | +9.4% | +26.6% | -17.2% | +2.8% |
| 3M | +4.7% | +29.0% | -24.3% | -2.2% |
| 6M | +5.5% | +30.6% | -25.1% | -2.2% |
| YTD | +31.4% | +51.5% | -20.1% | +16.3% |
| 1Y | +24.1% | +58.5% | -34.4% | +8.5% |
| 3Y | +28.8% | +214.1% | -185.3% | -8.5% |
| 5Y | +15.8% | +50.2% | -34.5% | -0.7% |
| All | +192.8% | +99.1% | +93.7% | +127.3% |
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