+30.3%
KR vs HAS
+45.6%
-15.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -2.4% |
| 7D | -1.3% | -3.1% | +1.8% | -1.3% |
| 30D | +1.5% | -2.7% | +4.2% | +1.5% |
| 3M | -8.5% | +8.9% | -17.4% | -8.4% |
| 6M | -21.9% | -2.9% | -19.0% | -21.7% |
| YTD | -6.9% | +12.6% | -19.5% | -6.7% |
| 1Y | -14.0% | +17.5% | -31.4% | -13.8% |
| 3Y | +30.3% | +46.2% | -15.9% | +30.9% |
| All | +30.3% | +45.6% | -15.3% | +30.9% |
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