+1,881.2%
KMB vs HAS
+4,678.1%
-2,796.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.8% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | +14.1% | +31.3% | -17.2% | +9.9% |
| 3M | -0.5% | +32.1% | -32.6% | -4.4% |
| 6M | +16.6% | +28.1% | -11.6% | +12.3% |
| YTD | +13.7% | +49.1% | -35.4% | +7.0% |
| 1Y | +16.1% | +60.5% | -44.5% | +8.1% |
| 3Y | +4.7% | +183.9% | -179.2% | -11.1% |
| 5Y | +1.5% | +51.2% | -49.7% | -7.1% |
| 10Y | +40.5% | +105.3% | -64.8% | +18.5% |
| All | +1,881.2% | +4,678.1% | -2,796.9% | +829.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling