+53.2%
HAL vs APD
+15.4%
+37.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | +2.6% | +2.2% | +0.5% | +1.7% |
| 30D | -0.1% | +9.4% | -9.5% | -3.7% |
| 3M | -1.1% | +4.7% | -5.8% | -3.0% |
| 6M | -20.7% | +5.5% | -26.2% | -22.8% |
| YTD | +17.5% | +31.4% | -13.9% | +3.7% |
| 1Y | +24.1% | +24.1% | 0.0% | +11.9% |
| 3Y | -8.4% | +28.8% | -37.2% | -20.0% |
| 5Y | +53.2% | +15.8% | +37.5% | +37.5% |
| All | +53.2% | +15.4% | +37.8% | +37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling