+4,304.6%
KR vs HAS
+3,598.5%
+706.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +1.5% | -1.8% | +3.3% | +1.8% |
| 30D | +4.1% | +2.3% | +1.8% | +3.7% |
| 3M | -5.2% | +10.4% | -15.6% | -6.7% |
| 6M | -12.8% | -3.2% | -9.5% | -12.7% |
| YTD | -4.6% | +15.4% | -20.0% | -7.0% |
| 1Y | -11.7% | +18.8% | -30.5% | -14.3% |
| 3Y | +36.3% | +43.9% | -7.7% | +26.2% |
| 5Y | +40.0% | +13.9% | +26.1% | +32.4% |
| 10Y | +122.2% | +56.4% | +65.8% | +88.5% |
| All | +4,304.6% | +3,598.5% | +706.1% | +1,523.8% |
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