-6.4%
HAL vs APA
+45.9%
-52.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.2% |
| 7D | +6.1% | +8.5% | -2.4% | +1.5% |
| 30D | +2.9% | +2.8% | +0.1% | +1.1% |
| 3M | +3.3% | +21.7% | -18.4% | -7.8% |
| 6M | -16.9% | +32.6% | -49.5% | -29.9% |
| YTD | +21.2% | +103.7% | -82.5% | -22.0% |
| 1Y | +27.5% | +101.8% | -74.3% | -17.6% |
| 3Y | -6.4% | +48.1% | -54.5% | -32.5% |
| All | -6.4% | +45.9% | -52.4% | -32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling