+14.9%
HAL vs APTV
+138.4%
-123.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.2% |
| 7D | +2.6% | -5.0% | +7.6% | +5.1% |
| 30D | -0.1% | -12.3% | +12.2% | +5.7% |
| 3M | -1.1% | -19.9% | +18.8% | +8.6% |
| 6M | -20.7% | -29.4% | +8.6% | -10.7% |
| YTD | +17.5% | -49.0% | +66.5% | +52.2% |
| 1Y | +24.1% | -53.1% | +77.2% | +67.3% |
| 3Y | -8.4% | -48.9% | +40.5% | +11.1% |
| 5Y | +53.2% | -77.2% | +130.5% | +169.8% |
| 10Y | -17.2% | -26.8% | +9.6% | -27.7% |
| All | +14.9% | +138.4% | -123.5% | -55.7% |
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