+136,904.1%
AAPL vs HAL
+535.9%
+136,368.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +25.3% |
| 1Y | +31.0% | +27.5% | +3.4% | +23.5% |
| 3Y | +95.3% | -6.4% | +101.7% | +91.5% |
| 5Y | +143.4% | +58.0% | +85.3% | +109.4% |
| 10Y | +1,330.5% | -14.6% | +1,345.2% | +1,131.0% |
| All | +136,904.1% | +535.9% | +136,368.3% | +73,904.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling