+109.0%
AAPL vs HAL
+101.7%
+7.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.4% | -1.1% |
| 7D | -2.7% | +0.5% | -3.2% | -2.8% |
| 30D | +1.0% | +15.9% | -14.9% | -1.4% |
| 3M | +5.0% | -8.7% | +13.7% | +6.3% |
| 6M | +23.0% | +9.0% | +14.0% | +20.4% |
| YTD | +16.6% | +32.0% | -15.4% | +10.0% |
| 1Y | +33.4% | +72.5% | -39.0% | +19.2% |
| 3Y | +79.9% | -4.5% | +84.4% | +72.0% |
| 5Y | +109.0% | +109.7% | -0.7% | +76.6% |
| All | +109.0% | +101.7% | +7.4% | +76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling