+1,278.0%
AAPL vs HALO
+979.6%
+298.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +3.8% | -2.7% | +6.6% | +4.4% |
| 30D | +9.9% | +5.3% | +4.6% | +8.9% |
| 3M | +12.5% | +51.6% | -39.1% | +3.7% |
| 6M | +27.6% | +61.3% | -33.6% | +16.1% |
| YTD | +22.6% | +59.3% | -36.7% | +11.5% |
| 1Y | +45.0% | +38.3% | +6.7% | +35.1% |
| 3Y | +87.8% | +185.9% | -98.1% | +45.5% |
| 5Y | +128.7% | +159.9% | -31.3% | +76.5% |
| All | +1,278.0% | +979.6% | +298.4% | +748.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling