-16.8%
HAL vs ASX
+999.3%
-1,016.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.6% | -3.2% | +1.4% |
| 7D | -0.2% | +0.8% | -1.0% | -1.4% |
| 30D | +1.0% | -20.4% | +21.4% | +6.4% |
| 3M | -2.1% | -2.1% | 0.0% | -4.2% |
| 6M | -17.5% | +8.2% | -25.7% | -25.0% |
| YTD | +18.1% | +137.3% | -119.1% | -21.0% |
| 1Y | +19.7% | +155.0% | -135.3% | -22.2% |
| 3Y | -7.9% | +397.9% | -405.8% | -56.9% |
| 5Y | +53.1% | +529.2% | -476.2% | -38.6% |
| 10Y | -16.8% | +1,007.5% | -1,024.3% | -77.7% |
| All | -16.8% | +999.3% | -1,016.1% | -77.7% |
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