+2.6%
HAL vs KR
+129.5%
-127.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -0.9% |
| 7D | -3.3% | -0.2% | -3.1% | -3.3% |
| 30D | +8.2% | +5.1% | +3.1% | +7.6% |
| 3M | -9.4% | -8.2% | -1.3% | -8.7% |
| 6M | +0.6% | -18.0% | +18.6% | +2.5% |
| YTD | +28.6% | -4.8% | +33.3% | +28.8% |
| 1Y | +63.9% | -11.0% | +74.9% | +65.2% |
| 3Y | -7.1% | +37.7% | -44.8% | -12.6% |
| 5Y | +102.3% | +52.8% | +49.5% | +88.2% |
| All | +2.6% | +129.5% | -127.0% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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