+595.7%
HAL vs KR
+4,491.2%
-3,895.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +2.9% | +1.5% | +1.4% | +2.6% |
| 30D | +17.0% | +4.1% | +13.0% | +16.0% |
| 3M | -9.7% | -5.2% | -4.4% | -8.9% |
| 6M | +8.6% | -12.8% | +21.4% | +11.1% |
| YTD | +33.0% | -4.6% | +37.6% | +33.3% |
| 1Y | +68.3% | -11.7% | +80.0% | +71.0% |
| 3Y | +0.1% | +36.3% | -36.1% | -8.6% |
| 5Y | +102.6% | +40.0% | +62.6% | +81.5% |
| 10Y | +3.8% | +122.2% | -118.4% | -20.2% |
| All | +595.7% | +4,491.2% | -3,895.5% | +187.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling