+132,206.3%
APH vs HAL
+723.4%
+131,482.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +5.0% | +2.9% | +2.0% | +4.2% |
| 30D | -3.9% | +17.0% | -20.9% | -7.5% |
| 3M | +13.0% | -9.7% | +22.6% | +15.1% |
| 6M | +25.2% | +8.6% | +16.5% | +21.5% |
| YTD | +22.9% | +33.0% | -10.0% | +13.6% |
| 1Y | +47.8% | +68.3% | -20.5% | +28.7% |
| 3Y | +283.0% | +0.1% | +282.9% | +268.9% |
| 5Y | +349.7% | +102.6% | +247.0% | +250.9% |
| 10Y | +1,061.2% | +3.8% | +1,057.4% | +830.7% |
| All | +132,206.3% | +723.4% | +131,482.8% | +55,165.5% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling