+81,566.2%
AAPL vs HALO
+2,426.8%
+79,139.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | -0.2% |
| 7D | -3.0% | -2.1% | -0.9% | -2.7% |
| 30D | +2.3% | +4.6% | -2.4% | +1.7% |
| 3M | +8.6% | +50.2% | -41.6% | +2.8% |
| 6M | +21.6% | +57.6% | -36.0% | +14.1% |
| YTD | +16.3% | +59.6% | -43.3% | +8.9% |
| 1Y | +35.1% | +41.2% | -6.1% | +28.2% |
| 3Y | +79.4% | +178.9% | -99.5% | +52.3% |
| 5Y | +109.8% | +160.1% | -50.2% | +77.5% |
| 10Y | +1,237.1% | +967.5% | +269.6% | +823.2% |
| All | +81,566.2% | +2,426.8% | +79,139.3% | +42,542.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling