-3.4%
HAL vs APA
+8.0%
-11.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | +1.2% |
| 7D | +2.9% | +0.5% | +2.4% | +2.6% |
| 30D | +17.0% | +23.4% | -6.4% | +3.9% |
| 3M | -9.7% | +12.7% | -22.3% | -16.0% |
| 6M | +8.6% | +39.4% | -30.8% | -12.1% |
| YTD | +33.0% | +79.0% | -46.0% | -7.7% |
| 1Y | +68.3% | +88.8% | -20.5% | +11.8% |
| All | -3.4% | +8.0% | -11.4% | -15.4% |
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