+8.2%
KMB vs HAS
+58.8%
-50.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.1% |
| 7D | -3.0% | +1.6% | -4.6% | -3.3% |
| 30D | +9.1% | +26.6% | -17.6% | +4.6% |
| 3M | -0.4% | +29.0% | -29.4% | -4.8% |
| 6M | +13.0% | +30.6% | -17.6% | +7.6% |
| YTD | +10.3% | +51.5% | -41.2% | +3.8% |
| 1Y | +8.2% | +58.5% | -50.3% | +0.4% |
| All | +8.2% | +58.8% | -50.6% | +0.4% |
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