+944.2%
APH vs HAL
-17.4%
+961.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.2% | -1.6% |
| 7D | +0.4% | -0.2% | +0.6% | +0.5% |
| 30D | -8.0% | +1.0% | -9.0% | -8.2% |
| 3M | -5.0% | -2.1% | -2.9% | -4.7% |
| 6M | +29.9% | -17.5% | +47.4% | +34.8% |
| YTD | +18.0% | +18.1% | -0.2% | +11.8% |
| 1Y | +11.3% | +19.7% | -8.4% | +5.1% |
| 3Y | +274.9% | -7.9% | +282.8% | +267.9% |
| 5Y | +300.6% | +53.1% | +247.5% | +231.5% |
| 10Y | +944.2% | -16.8% | +961.0% | +690.1% |
| All | +944.2% | -17.4% | +961.6% | +690.1% |
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