+355.9%
APH vs HAL
+104.8%
+251.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +5.0% | +2.9% | +2.0% | +4.4% |
| 30D | -3.9% | +17.0% | -20.9% | -6.7% |
| 3M | +13.0% | -9.7% | +22.6% | +14.8% |
| 6M | +25.2% | +8.6% | +16.5% | +22.1% |
| YTD | +22.9% | +33.0% | -10.0% | +14.9% |
| 1Y | +47.8% | +68.3% | -20.5% | +31.4% |
| 3Y | +283.0% | +0.1% | +282.9% | +266.3% |
| All | +355.9% | +104.8% | +251.2% | +262.3% |
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