+391.7%
APP vs HAS
+14.4%
+377.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.5% |
| 7D | +0.9% | -1.8% | +2.7% | +1.8% |
| 30D | -23.3% | +2.3% | -25.5% | -24.2% |
| 3M | -42.6% | +10.4% | -53.0% | -45.8% |
| 6M | -33.6% | -3.2% | -30.4% | -33.7% |
| YTD | -52.4% | +15.4% | -67.8% | -56.6% |
| 1Y | -35.9% | +18.8% | -54.7% | -42.5% |
| 3Y | +642.2% | +43.9% | +598.3% | +489.9% |
| 5Y | +311.1% | +13.9% | +297.2% | +278.4% |
| All | +391.7% | +14.4% | +377.3% | +366.5% |
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