+33.9%
AAPL vs HAL
+74.7%
-40.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.5% |
| 7D | +0.1% | +2.9% | -2.9% | +0.2% |
| 30D | +3.0% | +17.0% | -14.1% | +3.5% |
| 3M | +2.9% | -9.7% | +12.5% | +3.5% |
| 6M | +22.1% | +8.6% | +13.5% | +21.5% |
| YTD | +18.0% | +33.0% | -15.0% | +16.9% |
| 1Y | +33.9% | +68.3% | -34.4% | +32.3% |
| All | +33.9% | +74.7% | -40.8% | +32.3% |
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