+1.6%
KMB vs HAS
+181.4%
-179.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.8% |
| 7D | +0.5% | -0.2% | +0.6% | +0.5% |
| 30D | +12.4% | +31.0% | -18.6% | +8.4% |
| 3M | +1.0% | +30.7% | -29.7% | -2.6% |
| 6M | +12.1% | +23.9% | -11.8% | +8.7% |
| YTD | +11.6% | +48.3% | -36.7% | +5.7% |
| 1Y | +13.1% | +60.2% | -47.1% | +6.1% |
| 3Y | +1.6% | +189.2% | -187.6% | -12.1% |
| All | +1.6% | +181.4% | -179.8% | -12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling