+18.9%
HAL vs AR
+8.4%
+10.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | 0.0% |
| 7D | -12.0% | -14.3% | +2.3% | -7.5% |
| 30D | +0.3% | +1.4% | -1.2% | 0.0% |
| 3M | -1.6% | +3.4% | -5.0% | -2.5% |
| 6M | -20.5% | -2.1% | -18.4% | -20.1% |
| YTD | +14.2% | +4.7% | +9.5% | +14.6% |
| 1Y | +18.9% | +10.6% | +8.3% | +16.3% |
| All | +18.9% | +8.4% | +10.5% | +16.3% |
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