-16.8%
HAL vs APTV
-26.5%
+9.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.5% |
| 7D | -0.2% | -8.9% | +8.7% | +4.1% |
| 30D | +1.0% | -9.5% | +10.5% | +5.3% |
| 3M | -2.1% | -20.6% | +18.5% | +7.8% |
| 6M | -17.5% | -28.9% | +11.4% | -7.4% |
| YTD | +18.1% | -48.2% | +66.3% | +51.9% |
| 1Y | +19.7% | -51.7% | +71.4% | +59.0% |
| 3Y | -7.9% | -48.1% | +40.2% | +10.6% |
| 5Y | +53.1% | -76.7% | +129.7% | +170.5% |
| 10Y | -16.8% | -25.6% | +8.9% | -17.3% |
| All | -16.8% | -26.5% | +9.7% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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