+10.9%
KRE vs HAS
+50.4%
-39.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | 0.0% |
| 7D | +0.3% | -0.2% | +0.4% | +0.3% |
| 30D | +4.8% | +31.0% | -26.2% | -5.0% |
| 3M | -5.1% | +30.7% | -35.7% | -14.0% |
| 6M | +3.3% | +23.9% | -20.6% | -5.2% |
| YTD | +13.3% | +48.3% | -35.0% | -3.4% |
| 1Y | +22.9% | +60.2% | -37.4% | +1.6% |
| 3Y | +82.1% | +189.2% | -107.1% | +16.3% |
| All | +10.9% | +50.4% | -39.5% | -6.8% |
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 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