+155.8%
KRE vs HAS
+859.9%
-704.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | +1.3% | -1.8% | +3.1% | +2.2% |
| 30D | -2.7% | +2.3% | -4.9% | -3.8% |
| 3M | +8.2% | +10.4% | -2.2% | +2.6% |
| 6M | +12.8% | -3.2% | +16.0% | +12.9% |
| YTD | +17.5% | +15.4% | +2.1% | +7.5% |
| 1Y | +16.6% | +18.8% | -2.2% | +5.0% |
| 3Y | +79.5% | +43.9% | +35.5% | +41.1% |
| 5Y | +32.4% | +13.9% | +18.5% | +13.4% |
| 10Y | +124.1% | +56.4% | +67.7% | +43.5% |
| All | +155.8% | +859.9% | -704.2% | -42.3% |
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