+127.8%
AAPL vs HALO
+158.6%
-30.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +3.8% | -2.7% | +6.6% | +4.2% |
| 30D | +9.9% | +5.3% | +4.6% | +9.1% |
| 3M | +12.5% | +51.6% | -39.1% | +5.7% |
| 6M | +27.6% | +61.3% | -33.6% | +18.6% |
| YTD | +22.6% | +59.3% | -36.7% | +13.9% |
| 1Y | +45.0% | +38.3% | +6.7% | +37.3% |
| 3Y | +87.8% | +185.9% | -98.1% | +52.0% |
| All | +127.8% | +158.6% | -30.8% | +78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling