+30.0%
HAL vs APTV
+194.6%
-164.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.6% | -2.0% |
| 7D | +2.9% | +4.8% | -1.9% | +0.6% |
| 30D | +17.0% | +2.0% | +15.0% | +15.3% |
| 3M | -9.7% | -34.2% | +24.6% | +8.1% |
| 6M | +8.6% | -34.7% | +43.3% | +27.1% |
| YTD | +33.0% | -37.0% | +70.0% | +57.2% |
| 1Y | +68.3% | -40.4% | +108.7% | +103.6% |
| 3Y | +0.1% | -54.1% | +54.2% | +30.1% |
| 5Y | +102.6% | -68.0% | +170.6% | +200.4% |
| 10Y | +3.8% | -15.5% | +19.3% | -14.7% |
| All | +30.0% | +194.6% | -164.6% | -54.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling