+72.5%
HAL vs ASX
+256.3%
-183.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.1% | -6.8% | -0.8% |
| 7D | +0.5% | +6.3% | -5.8% | +0.4% |
| 30D | +15.9% | +6.4% | +9.5% | +15.8% |
| 3M | -8.7% | +13.1% | -21.9% | -9.6% |
| 6M | +9.0% | +90.3% | -81.3% | +4.7% |
| YTD | +32.0% | +149.6% | -117.6% | +24.2% |
| 1Y | +72.5% | +249.2% | -176.7% | +57.7% |
| All | +72.5% | +256.3% | -183.8% | +57.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling