+892.4%
APP vs HAL
-16.0%
+908.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.3% | +10.1% | +9.9% |
| 7D | +71.2% | -12.0% | +83.2% | +74.1% |
| 30D | +39.1% | +0.3% | +38.8% | +38.3% |
| 3M | +16.5% | -1.6% | +18.2% | +16.0% |
| 6M | -16.6% | -20.5% | +3.9% | -13.5% |
| YTD | -41.9% | +14.2% | -56.2% | -46.7% |
| 1Y | -37.0% | +18.9% | -55.9% | -43.0% |
| 3Y | +892.4% | -13.7% | +906.2% | +850.0% |
| All | +892.4% | -16.0% | +908.4% | +850.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling