+18.9%
HAL vs APD
+24.7%
-5.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | 0.0% |
| 7D | -12.0% | -3.7% | -8.3% | -11.3% |
| 30D | +0.3% | +9.6% | -9.3% | -1.4% |
| 3M | -1.6% | +1.6% | -3.2% | -1.9% |
| 6M | -20.5% | +2.2% | -22.7% | -20.6% |
| YTD | +14.2% | +25.9% | -11.6% | +7.2% |
| 1Y | +18.9% | +20.1% | -1.3% | +12.5% |
| All | +18.9% | +24.7% | -5.8% | +12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling