+61,451.9%
APH vs HAS
+1,827.4%
+59,624.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.7% | -46.1% | -47.3% |
| 7D | -48.7% | -1.8% | -47.0% | -48.2% |
| 30D | -51.9% | +2.3% | -54.2% | -52.1% |
| 3M | -43.6% | +10.4% | -53.9% | -45.1% |
| 6M | -37.5% | -3.2% | -34.3% | -37.3% |
| YTD | -38.6% | +15.4% | -54.0% | -41.6% |
| 1Y | -26.3% | +18.8% | -45.1% | -30.5% |
| 3Y | +89.2% | +43.9% | +45.3% | +64.7% |
| 5Y | +119.8% | +13.9% | +105.9% | +101.4% |
| 10Y | +454.3% | +56.4% | +397.8% | +339.4% |
| All | +61,451.9% | +1,827.4% | +59,624.6% | +28,651.5% |
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