-18.6%
HAL vs APD
+185.9%
-204.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | +0.7% |
| 7D | -12.0% | -3.7% | -8.3% | -9.9% |
| 30D | +0.3% | +9.6% | -9.3% | -5.6% |
| 3M | -1.6% | +1.6% | -3.2% | -2.9% |
| 6M | -20.5% | +2.2% | -22.7% | -22.5% |
| YTD | +14.2% | +25.9% | -11.6% | -4.2% |
| 1Y | +18.9% | +20.1% | -1.3% | +2.4% |
| 3Y | -13.7% | +12.4% | -26.1% | -26.0% |
| 5Y | +42.2% | +11.1% | +31.1% | +20.1% |
| All | -18.6% | +185.9% | -204.5% | -63.9% |
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