-6.5%
HAL vs KR
+30.0%
-36.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -2.8% |
| 7D | -3.3% | -2.7% | -0.6% | -3.3% |
| 30D | +7.2% | +1.9% | +5.3% | +7.2% |
| 3M | -8.8% | -11.0% | +2.3% | -8.8% |
| 6M | +3.0% | -20.2% | +23.2% | +2.7% |
| YTD | +29.4% | -7.3% | +36.7% | +29.7% |
| 1Y | +62.8% | -13.1% | +75.9% | +62.6% |
| All | -6.5% | +30.0% | -36.5% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling