-13.7%
HAL vs APD
+11.7%
-25.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | +0.2% |
| 7D | -12.0% | -3.7% | -8.3% | -10.9% |
| 30D | +0.3% | +9.6% | -9.3% | -2.7% |
| 3M | -1.6% | +1.6% | -3.2% | -2.2% |
| 6M | -20.5% | +2.2% | -22.7% | -21.3% |
| YTD | +14.2% | +25.9% | -11.6% | +4.4% |
| 1Y | +18.9% | +20.1% | -1.3% | +10.2% |
| 3Y | -13.7% | +12.4% | -26.1% | -18.4% |
| All | -13.7% | +11.7% | -25.4% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling