-41.7%
ACHR vs HALO
+158.6%
-200.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | -2.3% | -2.7% | +0.4% | -1.5% |
| 30D | -11.3% | +5.3% | -16.6% | -12.6% |
| 3M | +5.3% | +51.6% | -46.3% | -6.7% |
| 6M | -13.2% | +61.3% | -74.5% | -24.6% |
| YTD | -25.8% | +59.3% | -85.1% | -35.5% |
| 1Y | -34.3% | +38.3% | -72.5% | -40.8% |
| 3Y | -19.9% | +185.9% | -205.8% | -52.1% |
| All | -41.7% | +158.6% | -200.3% | -67.3% |
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 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