+6.0%
AAL vs HAL
+17.0%
-11.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +10.1% | -6.5% | +16.5% | +7.9% |
| 30D | +10.6% | -2.1% | +12.7% | +10.0% |
| 3M | -5.9% | -4.9% | -1.1% | -6.9% |
| 6M | +5.7% | -19.3% | +25.0% | +1.5% |
| YTD | -8.0% | +14.3% | -22.3% | -12.7% |
| 1Y | +6.0% | +17.3% | -11.3% | +0.3% |
| All | +6.0% | +17.0% | -11.0% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling