+114,578.9%
APH vs HAS
+2,390.0%
+112,188.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.7% | -7.7% | -8.9% |
| 7D | -12.7% | 0.0% | -12.7% | -12.7% |
| 30D | -19.2% | +31.3% | -50.5% | -25.5% |
| 3M | -16.7% | +32.1% | -48.8% | -23.4% |
| 6M | +5.1% | +28.1% | -23.0% | -3.2% |
| YTD | +6.6% | +49.1% | -42.5% | -6.5% |
| 1Y | +3.9% | +60.5% | -56.6% | -10.8% |
| 3Y | +246.0% | +183.9% | +62.1% | +147.0% |
| 5Y | +268.0% | +51.2% | +216.8% | +208.8% |
| 10Y | +868.2% | +105.3% | +763.0% | +605.4% |
| All | +114,578.9% | +2,390.0% | +112,188.9% | +49,269.9% |
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 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