-13.7%
HAL vs AR
+19.9%
-33.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | +0.1% |
| 7D | -12.0% | -14.3% | +2.3% | -6.6% |
| 30D | +0.3% | +1.4% | -1.2% | -0.3% |
| 3M | -1.6% | +3.4% | -5.0% | -3.1% |
| 6M | -20.5% | -2.1% | -18.4% | -20.3% |
| YTD | +14.2% | +4.7% | +9.5% | +10.5% |
| 1Y | +18.9% | +10.6% | +8.3% | +12.1% |
| 3Y | -13.7% | +24.6% | -38.3% | -20.4% |
| All | -13.7% | +19.9% | -33.7% | -20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling