+36.4%
KR vs HAS
+10.8%
+25.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.3% |
| 7D | -3.1% | -4.8% | +1.8% | -2.9% |
| 30D | +0.6% | -5.1% | +5.8% | +0.8% |
| 3M | -9.8% | +6.4% | -16.2% | -9.9% |
| 6M | -22.1% | -5.6% | -16.5% | -22.0% |
| YTD | -8.1% | +11.0% | -19.1% | -8.4% |
| 1Y | -14.7% | +16.8% | -31.4% | -15.1% |
| 3Y | +28.6% | +44.0% | -15.5% | +26.2% |
| 5Y | +36.4% | +11.0% | +25.4% | +35.9% |
| All | +36.4% | +10.8% | +25.6% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling