-19.1%
HAL vs APD
+192.6%
-211.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -1.2% |
| 7D | -7.9% | -1.6% | -6.3% | -7.0% |
| 30D | -2.1% | +10.6% | -12.7% | -8.4% |
| 3M | +0.4% | +2.5% | -2.1% | -1.4% |
| 6M | -19.2% | +6.0% | -25.2% | -23.2% |
| YTD | +14.4% | +28.4% | -14.1% | -5.3% |
| 1Y | +18.0% | +22.2% | -4.2% | +0.5% |
| 3Y | -9.7% | +26.6% | -36.3% | -28.7% |
| 5Y | +40.1% | +11.8% | +28.4% | +18.4% |
| 10Y | -19.1% | +187.8% | -206.9% | -64.1% |
| All | -19.1% | +192.6% | -211.7% | -64.1% |
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