+71.4%
KR vs HAS
+212.5%
-141.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.4% |
| 7D | +4.6% | +1.4% | +3.2% | +4.6% |
| 30D | +12.2% | +26.3% | -14.1% | +12.1% |
| 3M | +24.6% | +25.6% | -1.0% | +24.4% |
| 6M | +8.2% | +30.3% | -22.1% | +8.2% |
| YTD | +15.3% | +50.4% | -35.1% | +15.6% |
| 1Y | +9.8% | +57.7% | -48.0% | +10.1% |
| 3Y | +71.4% | +213.4% | -142.0% | +58.5% |
| All | +71.4% | +212.5% | -141.1% | +58.5% |
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