+124.5%
HAL vs ASX
+3,515.0%
-3,390.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +2.9% | -0.7% | +3.7% | +3.1% |
| 30D | +17.0% | +2.0% | +15.1% | +16.2% |
| 3M | -9.7% | -1.3% | -8.3% | -11.4% |
| 6M | +8.6% | +71.4% | -62.8% | -8.9% |
| YTD | +33.0% | +135.3% | -102.3% | +2.1% |
| 1Y | +68.3% | +267.5% | -199.2% | +13.9% |
| 3Y | +0.1% | +388.5% | -388.4% | -38.8% |
| 5Y | +102.6% | +417.1% | -314.5% | +18.4% |
| 10Y | +3.8% | +872.7% | -868.9% | -50.1% |
| All | +124.5% | +3,515.0% | -3,390.6% | -35.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling