+333.0%
APP vs HAL
+104.8%
+228.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.3% |
| 7D | +0.9% | +2.9% | -2.1% | +0.4% |
| 30D | -23.3% | +17.0% | -40.3% | -25.3% |
| 3M | -42.6% | -9.7% | -33.0% | -41.7% |
| 6M | -33.6% | +8.6% | -42.2% | -35.3% |
| YTD | -52.4% | +33.0% | -85.4% | -55.8% |
| 1Y | -35.9% | +68.3% | -104.2% | -43.6% |
| 3Y | +642.2% | +0.1% | +642.1% | +598.5% |
| All | +333.0% | +104.8% | +228.2% | +249.5% |
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