+189.2%
HAS vs JAAA
+18.6%
+170.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.8% |
| 7D | -0.2% | +0.2% | -0.3% | -1.1% |
| 30D | +31.0% | +0.4% | +30.6% | +27.8% |
| 3M | +30.7% | +1.2% | +29.5% | +21.7% |
| 6M | +23.9% | +2.3% | +21.6% | +7.9% |
| YTD | +48.3% | +3.9% | +44.4% | +18.3% |
| 1Y | +60.2% | +4.8% | +55.4% | +21.3% |
| 3Y | +189.2% | +18.5% | +170.7% | +113.9% |
| All | +189.2% | +18.6% | +170.6% | +113.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 3y: compounded portfolio wealth divided by compounded JAAA 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…
3y analysis · Full analysis span regression · 6 months rolling