+1,367.3%
AAPL vs HAL
-13.9%
+1,381.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.7% | -0.2% |
| 7D | +4.1% | +6.1% | -2.0% | +3.0% |
| 30D | +4.0% | +2.9% | +1.1% | +3.3% |
| 3M | +16.8% | +3.3% | +13.5% | +15.8% |
| 6M | +19.4% | -16.9% | +36.3% | +22.7% |
| YTD | +31.5% | +21.2% | +10.3% | +25.2% |
| 1Y | +31.0% | +27.5% | +3.4% | +23.3% |
| 3Y | +95.3% | -6.4% | +101.7% | +90.5% |
| 5Y | +143.4% | +58.0% | +85.3% | +107.8% |
| All | +1,367.3% | -13.9% | +1,381.3% | +1,155.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling