+227.6%
HAL vs JAAA
+29.4%
+198.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.8% |
| 7D | -3.3% | +0.1% | -3.4% | -3.5% |
| 30D | +8.2% | +0.5% | +7.6% | +6.9% |
| 3M | -9.4% | +1.3% | -10.7% | -12.0% |
| 6M | +0.6% | +2.8% | -2.1% | -5.5% |
| YTD | +28.6% | +3.3% | +25.3% | +19.4% |
| 1Y | +63.9% | +4.9% | +59.0% | +46.6% |
| 3Y | -7.1% | +19.0% | -26.1% | -26.9% |
| 5Y | +102.3% | +26.9% | +75.4% | +49.9% |
| All | +227.6% | +29.4% | +198.2% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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