-13.7%
HAL vs ASX
+324.2%
-338.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -1.1% |
| 7D | -12.0% | -19.9% | +8.0% | -9.6% |
| 30D | +0.3% | -30.9% | +31.2% | +4.6% |
| 3M | -1.6% | -15.1% | +13.5% | -0.6% |
| 6M | -20.5% | -6.5% | -14.0% | -22.7% |
| YTD | +14.2% | +98.4% | -84.2% | -7.5% |
| 1Y | +18.9% | +107.9% | -89.0% | -4.9% |
| 3Y | -13.7% | +325.3% | -339.0% | -48.9% |
| All | -13.7% | +324.2% | -338.0% | -48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling