+877.5%
APP vs HAL
-8.1%
+885.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +48.6% |
| 3M | +27.0% | -2.1% | +29.1% | +26.8% |
| 6M | -15.4% | -17.5% | +2.1% | -12.6% |
| YTD | -39.9% | +18.1% | -58.1% | -45.1% |
| 1Y | -32.0% | +19.7% | -51.7% | -38.2% |
| All | +877.5% | -8.1% | +885.6% | +835.6% |
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 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