+503.8%
APP vs HAL
+66.1%
+437.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.7% |
| 7D | +10.6% | +2.6% | +7.9% | +10.2% |
| 30D | +44.6% | -0.1% | +44.7% | +44.1% |
| 3M | +29.6% | -1.1% | +30.7% | +29.2% |
| 6M | -19.8% | -20.7% | +1.0% | -17.3% |
| YTD | -41.6% | +17.5% | -59.1% | -44.7% |
| 1Y | -32.7% | +24.1% | -56.8% | -37.0% |
| 3Y | +799.0% | -8.4% | +807.4% | +758.4% |
| 5Y | +250.4% | +53.2% | +197.1% | +204.1% |
| All | +503.8% | +66.1% | +437.7% | +404.6% |
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