+5.1%
APH vs HAL
-23.0%
+28.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.3% | -6.1% | -9.4% |
| 7D | -12.7% | -11.1% | -1.6% | -13.3% |
| 30D | -19.2% | -2.4% | -16.7% | -18.9% |
| 3M | -16.7% | +0.8% | -17.5% | -15.8% |
| 6M | +5.1% | -22.8% | +27.9% | +2.0% |
| All | +5.1% | -23.0% | +28.2% | +2.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling