+285.2%
APH vs HAL
+58.8%
+226.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.1% | -4.9% | -2.3% |
| 7D | +4.9% | +6.1% | -1.2% | +3.7% |
| 30D | -5.4% | +2.9% | -8.3% | -5.9% |
| 3M | -5.5% | +3.3% | -8.8% | -6.2% |
| 6M | +25.9% | -16.9% | +42.8% | +29.6% |
| YTD | +16.4% | +21.2% | -4.8% | +10.5% |
| 1Y | +16.5% | +27.5% | -11.1% | +9.4% |
| 3Y | +270.9% | -6.4% | +277.3% | +259.2% |
| All | +285.2% | +58.8% | +226.4% | +224.3% |
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