+292.6%
APP vs HAL
+41.5%
+251.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +38.4% |
| 3M | +16.5% | -1.6% | +18.2% | +16.1% |
| 6M | -16.6% | -20.5% | +3.9% | -14.1% |
| YTD | -41.9% | +14.2% | -56.2% | -45.0% |
| 1Y | -37.0% | +18.9% | -55.9% | -40.9% |
| 3Y | +892.4% | -13.7% | +906.2% | +850.4% |
| All | +292.6% | +41.5% | +251.1% | +241.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling