-17.4%
HAL vs APD
+191.6%
-209.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | +2.6% | +2.2% | +0.5% | +1.2% |
| 30D | -0.1% | +9.4% | -9.5% | -5.9% |
| 3M | -1.1% | +4.7% | -5.8% | -4.3% |
| 6M | -20.7% | +5.5% | -26.2% | -24.3% |
| YTD | +17.5% | +31.4% | -13.9% | -4.1% |
| 1Y | +24.1% | +24.1% | 0.0% | +4.7% |
| 3Y | -8.4% | +28.8% | -37.2% | -28.4% |
| 5Y | +53.2% | +15.8% | +37.5% | +26.2% |
| All | -17.4% | +191.6% | -209.0% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling