+11.7%
HAL vs APTV
+143.1%
-131.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | -6.5% | -4.3% | -2.2% | -4.8% |
| 30D | -2.1% | -9.7% | +7.5% | +2.2% |
| 3M | -4.9% | -20.6% | +15.7% | +4.9% |
| 6M | -19.3% | -31.7% | +12.4% | -7.6% |
| YTD | +14.3% | -48.0% | +62.3% | +46.7% |
| 1Y | +17.3% | -52.1% | +69.4% | +56.4% |
| 3Y | -10.9% | -47.9% | +37.0% | +7.1% |
| 5Y | +47.4% | -76.9% | +124.3% | +158.0% |
| 10Y | -20.8% | -26.7% | +5.9% | -30.8% |
| All | +11.7% | +143.1% | -131.4% | -57.3% |
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 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