+114,578.9%
APH vs HAL
+609.0%
+113,969.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.3% | -6.1% | -8.6% |
| 7D | -12.7% | -11.1% | -1.6% | -10.3% |
| 30D | -19.2% | -2.4% | -16.7% | -18.7% |
| 3M | -16.7% | +0.8% | -17.5% | -17.1% |
| 6M | +5.1% | -22.8% | +27.9% | +10.8% |
| YTD | +6.6% | +14.5% | -8.0% | +1.9% |
| 1Y | +3.9% | +20.2% | -16.3% | -1.9% |
| 3Y | +246.0% | -15.2% | +261.2% | +246.8% |
| 5Y | +268.0% | +42.5% | +225.4% | +212.5% |
| 10Y | +868.2% | -16.5% | +884.7% | +716.5% |
| All | +114,578.9% | +609.0% | +113,969.8% | +49,456.5% |
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