-44.4%
HAPN price history and return analytics
+63.7%
-108.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | +1.1% |
| 7D | -5.0% | -2.0% | -3.0% | -0.5% |
| 30D | -13.2% | -1.4% | -11.7% | -10.1% |
| 3M | -3.0% | +4.7% | -7.7% | -12.4% |
| 6M | +14.7% | +11.4% | +3.3% | -10.2% |
| YTD | -11.8% | +13.1% | -24.9% | -32.8% |
| 1Y | +3.0% | +19.0% | -16.1% | -29.7% |
| 3Y | +143.4% | +73.9% | +69.5% | -28.1% |
| 5Y | -44.4% | +65.4% | -109.8% | -75.6% |
| All | -44.4% | +63.7% | -108.1% | -75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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