-17.4%
HAL vs AR
+57.2%
-74.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.0% |
| 7D | +2.6% | +6.4% | -3.8% | +0.2% |
| 30D | -0.1% | +3.1% | -3.2% | -1.4% |
| 3M | -1.1% | +3.3% | -4.4% | -2.7% |
| 6M | -20.7% | +6.6% | -27.3% | -23.2% |
| YTD | +17.5% | +12.3% | +5.2% | +10.5% |
| 1Y | +24.1% | +12.3% | +11.8% | +16.4% |
| 3Y | -8.4% | +50.4% | -58.8% | -26.0% |
| 5Y | +53.2% | +101.0% | -47.7% | +7.2% |
| All | -17.4% | +57.2% | -74.7% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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