+144.5%
ASX vs HAS
+58.8%
+85.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -3.7% |
| 7D | +22.1% | +1.6% | +20.5% | +21.9% |
| 30D | -23.8% | +26.6% | -50.4% | -25.6% |
| 3M | -7.6% | +29.0% | -36.6% | -10.0% |
| 6M | +6.9% | +30.6% | -23.6% | +2.1% |
| YTD | +127.7% | +51.5% | +76.2% | +106.9% |
| 1Y | +144.5% | +58.5% | +86.1% | +122.0% |
| All | +144.5% | +58.8% | +85.8% | +122.0% |
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