+30.9%
KRE vs HAS
+10.8%
+20.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.6% |
| 7D | -1.1% | -4.8% | +3.8% | +0.7% |
| 30D | -3.4% | -5.1% | +1.7% | -1.7% |
| 3M | +3.7% | +6.4% | -2.7% | +1.0% |
| 6M | +14.8% | -5.6% | +20.4% | +16.0% |
| YTD | +14.7% | +11.0% | +3.7% | +8.8% |
| 1Y | +16.0% | +16.8% | -0.8% | +7.8% |
| 3Y | +84.3% | +44.0% | +40.2% | +54.0% |
| 5Y | +30.9% | +11.0% | +19.9% | +24.3% |
| All | +30.9% | +10.8% | +20.1% | +24.3% |
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