+6,091.7%
APD vs HAS
+4,678.1%
+1,413.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.3% | -2.5% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | +10.1% | +31.3% | -21.2% | +2.6% |
| 3M | +4.9% | +32.1% | -27.2% | -2.5% |
| 6M | +2.5% | +28.1% | -25.7% | -4.5% |
| YTD | +27.8% | +49.1% | -21.3% | +13.9% |
| 1Y | +32.9% | +60.5% | -27.7% | +16.2% |
| 3Y | +13.4% | +183.9% | -170.5% | -16.0% |
| 5Y | +12.8% | +51.2% | -38.4% | -3.9% |
| 10Y | +194.6% | +105.3% | +89.3% | +119.3% |
| All | +6,091.7% | +4,678.1% | +1,413.7% | +1,845.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling