-37.1%
APP vs HAL
+17.1%
-54.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.9% |
| 7D | +79.2% | -7.9% | +87.0% | +75.1% |
| 30D | +48.0% | -2.1% | +50.1% | +47.1% |
| 3M | +18.2% | +0.4% | +17.8% | +18.8% |
| 6M | -12.5% | -19.2% | +6.8% | -15.1% |
| YTD | -39.2% | +14.4% | -53.5% | -40.6% |
| All | -37.1% | +17.1% | -54.1% | -39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling