+146.5%
ASX vs HAS
+66.3%
+80.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.1% | -7.0% | -4.2% |
| 7D | -14.6% | +2.4% | -17.0% | -14.8% |
| 30D | -21.1% | +31.6% | -52.7% | -23.6% |
| 3M | -3.1% | +33.9% | -36.9% | -6.5% |
| 6M | +17.4% | +31.4% | -14.0% | +11.5% |
| YTD | +135.3% | +51.6% | +83.7% | +111.7% |
| 1Y | +146.5% | +65.2% | +81.3% | +117.1% |
| All | +146.5% | +66.3% | +80.2% | +117.1% |
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