+182.3%
APD vs HAS
+101.4%
+80.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -3.7% | -0.2% | -3.5% | -3.6% |
| 30D | +9.6% | +31.0% | -21.4% | +2.1% |
| 3M | +1.6% | +30.7% | -29.0% | -5.4% |
| 6M | +2.2% | +23.9% | -21.7% | -4.0% |
| YTD | +25.9% | +48.3% | -22.4% | +12.0% |
| 1Y | +20.1% | +60.2% | -40.1% | +4.7% |
| 3Y | +12.4% | +189.2% | -176.8% | -18.3% |
| 5Y | +11.1% | +50.4% | -39.3% | -4.8% |
| All | +182.3% | +101.4% | +80.9% | +117.9% |
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