+352.5%
AAOI vs HALO
+47.3%
+305.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.3% |
| 7D | -0.7% | +4.6% | -5.3% | -2.2% |
| 30D | -17.9% | +31.8% | -49.7% | -26.7% |
| 3M | -48.0% | +53.9% | -101.9% | -57.2% |
| 6M | +5.8% | +57.4% | -51.5% | -13.4% |
| YTD | +202.7% | +63.7% | +139.0% | +146.6% |
| 1Y | +352.5% | +50.1% | +302.4% | +291.4% |
| All | +352.5% | +47.3% | +305.3% | +291.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 1y: compounded portfolio wealth divided by compounded HALO 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…
1y analysis · Full analysis span regression · 6 months rolling