+883.4%
APH vs HAL
-17.5%
+900.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.2% |
| 7D | -5.9% | -12.0% | +6.0% | -3.1% |
| 30D | -14.8% | +0.3% | -15.1% | -14.9% |
| 3M | -12.4% | -1.6% | -10.8% | -12.3% |
| 6M | +8.1% | -20.5% | +28.5% | +13.1% |
| YTD | +10.9% | +14.2% | -3.3% | +6.0% |
| 1Y | +8.8% | +18.9% | -10.1% | +2.8% |
| 3Y | +262.1% | -13.7% | +275.8% | +260.6% |
| 5Y | +283.1% | +42.2% | +241.0% | +222.7% |
| All | +883.4% | -17.5% | +900.9% | +649.9% |
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