+262.1%
APH vs HAS
+181.4%
+80.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.2% |
| 7D | -5.9% | -0.2% | -5.8% | -5.9% |
| 30D | -14.8% | +31.0% | -45.8% | -20.3% |
| 3M | -12.4% | +30.7% | -43.1% | -18.1% |
| 6M | +8.1% | +23.9% | -15.8% | +1.9% |
| YTD | +10.9% | +48.3% | -37.4% | -1.4% |
| 1Y | +8.8% | +60.2% | -51.5% | -5.5% |
| 3Y | +262.1% | +189.2% | +72.8% | +166.7% |
| All | +262.1% | +181.4% | +80.6% | +166.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling