+520.8%
APP vs HAL
+66.9%
+453.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.4% | -1.0% | +1.9% |
| 7D | +48.9% | -0.2% | +49.2% | +48.8% |
| 30D | +49.4% | +1.0% | +48.4% | +48.7% |
| 3M | +27.0% | -2.1% | +29.1% | +26.9% |
| 6M | -15.4% | -17.5% | +2.1% | -13.4% |
| YTD | -39.9% | +18.1% | -58.1% | -43.2% |
| 1Y | -32.0% | +19.7% | -51.7% | -35.9% |
| 3Y | +824.3% | -7.9% | +832.3% | +782.0% |
| 5Y | +252.4% | +53.1% | +199.4% | +206.0% |
| All | +520.8% | +66.9% | +453.9% | +418.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling