+151.0%
KRE vs HAS
+1,154.5%
-1,003.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.9% |
| 7D | -0.4% | +2.2% | -2.5% | -1.4% |
| 30D | +6.4% | +29.6% | -23.1% | -6.1% |
| 3M | -3.1% | +30.3% | -33.3% | -14.9% |
| 6M | +6.4% | +25.6% | -19.2% | -6.0% |
| YTD | +15.3% | +50.8% | -35.5% | -7.4% |
| 1Y | +23.3% | +63.0% | -39.8% | -4.7% |
| 3Y | +93.6% | +211.6% | -118.0% | +4.8% |
| 5Y | +13.2% | +50.4% | -37.2% | -15.0% |
| 10Y | +103.1% | +101.9% | +1.2% | +15.3% |
| All | +151.0% | +1,154.5% | -1,003.5% | -50.3% |
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 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