+39.7%
HAL vs APA
+71.7%
-31.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -1.9% |
| 7D | -12.0% | -15.5% | +3.5% | -2.5% |
| 30D | +0.3% | +2.4% | -2.1% | -1.6% |
| 3M | -1.6% | +22.8% | -24.4% | -14.4% |
| 6M | -20.5% | +17.9% | -38.4% | -29.8% |
| YTD | +14.2% | +87.7% | -73.5% | -27.2% |
| 1Y | +18.9% | +94.2% | -75.3% | -26.2% |
| 3Y | -13.7% | +27.2% | -40.9% | -32.7% |
| All | +39.7% | +71.7% | -31.9% | -12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling