+164.3%
APD vs HAS
+56.4%
+107.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -2.2% | -1.8% | -0.4% | -1.7% |
| 30D | +2.1% | +2.3% | -0.2% | +1.5% |
| 3M | +7.2% | +10.4% | -3.2% | +4.1% |
| 6M | +11.2% | -3.2% | +14.5% | +11.3% |
| YTD | +24.4% | +15.4% | +9.0% | +18.3% |
| 1Y | +6.7% | +18.8% | -12.1% | +0.6% |
| 3Y | +9.2% | +43.9% | -34.7% | -4.4% |
| 5Y | +27.4% | +13.9% | +13.5% | +17.4% |
| All | +164.3% | +56.4% | +107.9% | +121.1% |
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