+111.9%
HAL vs APTV
-69.9%
+181.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.6% |
| 7D | -1.3% | -1.2% | -0.2% | -1.1% |
| 30D | +10.9% | -10.6% | +21.5% | +14.2% |
| 3M | -5.8% | -35.0% | +29.2% | +5.3% |
| 6M | +8.1% | -38.9% | +47.0% | +22.1% |
| YTD | +33.2% | -41.5% | +74.7% | +51.9% |
| 1Y | +74.2% | -45.8% | +120.0% | +103.4% |
| 3Y | -3.7% | -55.7% | +52.0% | +15.4% |
| 5Y | +111.9% | -70.1% | +182.0% | +172.0% |
| All | +111.9% | -69.9% | +181.7% | +172.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling