+298.1%
APP vs HAL
+58.8%
+239.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.1% | +0.8% | +3.5% |
| 7D | +4.6% | +6.1% | -1.5% | +3.8% |
| 30D | +56.0% | +2.9% | +53.1% | +55.0% |
| 3M | +30.8% | +3.3% | +27.5% | +29.7% |
| 6M | -9.8% | -16.9% | +7.1% | -7.6% |
| YTD | -39.3% | +21.2% | -60.5% | -42.9% |
| 1Y | -26.4% | +27.5% | -54.0% | -31.6% |
| 3Y | +887.9% | -6.4% | +894.4% | +835.7% |
| All | +298.1% | +58.8% | +239.3% | +237.0% |
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 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