+47.8%
APH vs HAS
+20.3%
+27.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | +5.0% | -1.8% | +6.8% | +5.2% |
| 30D | -3.9% | +2.3% | -6.1% | -4.3% |
| 3M | +13.0% | +10.4% | +2.6% | +10.0% |
| 6M | +25.2% | -3.2% | +28.4% | +24.3% |
| YTD | +22.9% | +15.4% | +7.5% | +13.7% |
| 1Y | +47.8% | +18.8% | +29.0% | +30.2% |
| All | +47.8% | +20.3% | +27.5% | +30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling