+25.6%
HAL vs APA
+107.6%
-82.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.9% | +3.7% | -0.2% |
| 7D | -7.7% | -13.0% | +5.2% | -2.1% |
| 30D | +0.7% | +2.0% | -1.3% | -0.2% |
| 3M | +2.5% | +24.9% | -22.5% | -7.0% |
| 6M | -20.7% | +7.2% | -27.9% | -24.0% |
| YTD | +18.4% | +87.1% | -68.7% | -10.8% |
| 1Y | +25.6% | +107.2% | -81.6% | -8.8% |
| All | +25.6% | +107.6% | -82.1% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling