+12.2%
KEY vs HAS
+50.4%
-38.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -1.3% | -0.2% | -1.1% | -1.2% |
| 30D | +5.1% | +31.0% | -25.9% | -5.8% |
| 3M | -7.1% | +30.7% | -37.8% | -16.8% |
| 6M | -4.4% | +23.9% | -28.3% | -13.1% |
| YTD | +4.0% | +48.3% | -44.3% | -13.2% |
| 1Y | +23.4% | +60.2% | -36.8% | -0.6% |
| 3Y | +113.9% | +189.2% | -75.3% | +25.5% |
| All | +12.2% | +50.4% | -38.2% | -9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling