-56.9%
ACHR vs HALO
+92.7%
-149.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -0.5% |
| 7D | -5.1% | +0.2% | -5.3% | -5.1% |
| 30D | -12.7% | +20.3% | -33.1% | -15.8% |
| 3M | -22.4% | +56.6% | -79.0% | -29.4% |
| 6M | -28.6% | +101.9% | -130.5% | -39.0% |
| YTD | -45.2% | +93.7% | -138.9% | -53.2% |
| 1Y | -56.9% | +91.5% | -148.4% | -62.2% |
| All | -56.9% | +92.7% | -149.6% | -62.2% |
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