-18.6%
HAL vs ASX
+754.3%
-772.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -2.2% |
| 7D | -12.0% | -19.9% | +8.0% | -6.6% |
| 30D | +0.3% | -30.9% | +31.2% | +10.3% |
| 3M | -1.6% | -15.1% | +13.5% | +0.6% |
| 6M | -20.5% | -6.5% | -14.0% | -24.5% |
| YTD | +14.2% | +98.4% | -84.2% | -19.2% |
| 1Y | +18.9% | +107.9% | -89.0% | -17.5% |
| 3Y | -13.7% | +325.3% | -339.0% | -57.6% |
| 5Y | +42.2% | +447.3% | -405.1% | -40.8% |
| All | -18.6% | +754.3% | -772.8% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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