+17.3%
HAL vs AR
+9.7%
+7.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | -1.3% |
| 7D | -6.5% | -5.8% | -0.7% | -4.7% |
| 30D | -2.1% | +4.8% | -6.9% | -3.4% |
| 3M | -4.9% | +1.5% | -6.4% | -5.3% |
| 6M | -19.3% | +4.7% | -24.0% | -20.5% |
| YTD | +14.3% | +9.2% | +5.1% | +13.1% |
| 1Y | +17.3% | +11.2% | +6.1% | +15.0% |
| All | +17.3% | +9.7% | +7.6% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling