+5,927.3%
APD vs HAS
+3,598.5%
+2,328.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -2.2% | -1.8% | -0.4% | -1.8% |
| 30D | +2.1% | +2.3% | -0.2% | +1.5% |
| 3M | +7.2% | +10.4% | -3.2% | +4.2% |
| 6M | +11.2% | -3.2% | +14.5% | +11.3% |
| YTD | +24.4% | +15.4% | +9.0% | +18.6% |
| 1Y | +6.7% | +18.8% | -12.1% | +0.9% |
| 3Y | +9.2% | +43.9% | -34.7% | -3.9% |
| 5Y | +27.4% | +13.9% | +13.5% | +16.8% |
| 10Y | +164.8% | +56.4% | +108.4% | +111.5% |
| All | +5,927.3% | +3,598.5% | +2,328.8% | +1,925.1% |
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 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