+61,451.9%
APH vs HAL
+723.4%
+60,728.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.1% | -48.9% | -48.0% |
| 7D | -48.7% | +4.9% | -53.6% | -49.4% |
| 30D | -51.9% | +17.0% | -69.0% | -53.8% |
| 3M | -43.6% | -9.7% | -33.9% | -42.6% |
| 6M | -37.5% | +8.6% | -46.2% | -39.5% |
| YTD | -38.6% | +33.0% | -71.6% | -43.4% |
| 1Y | -26.3% | +68.3% | -94.6% | -36.0% |
| 3Y | +89.2% | +0.1% | +89.1% | +81.8% |
| 5Y | +119.8% | +102.6% | +17.2% | +71.1% |
| 10Y | +454.3% | +3.8% | +450.4% | +343.2% |
| All | +61,451.9% | +723.4% | +60,728.5% | +25,555.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling