+83.8%
KRE vs HAS
+97.5%
-13.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | +0.7% | +1.4% | -0.6% | +0.2% |
| 30D | +6.1% | +26.3% | -20.2% | -3.4% |
| 3M | -5.9% | +25.6% | -31.5% | -14.3% |
| 6M | +9.6% | +30.3% | -20.7% | -2.5% |
| YTD | +14.2% | +50.4% | -36.2% | -4.7% |
| 1Y | +22.5% | +57.7% | -35.2% | +0.3% |
| 3Y | +90.4% | +213.4% | -123.0% | +14.0% |
| 5Y | +11.9% | +49.1% | -37.2% | -11.0% |
| All | +83.8% | +97.5% | -13.7% | +27.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling