-44.8%
ACHR vs HALO
+151.0%
-195.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.8% | -4.8% | -5.4% |
| 7D | -2.7% | -2.1% | -0.6% | -2.1% |
| 30D | -12.1% | +4.6% | -16.8% | -13.3% |
| 3M | +3.4% | +50.2% | -46.9% | -8.2% |
| 6M | -15.6% | +57.6% | -73.2% | -26.4% |
| YTD | -26.9% | +59.6% | -86.4% | -36.6% |
| 1Y | -34.8% | +41.2% | -75.9% | -41.7% |
| 3Y | -19.2% | +178.9% | -198.1% | -49.9% |
| 5Y | -43.8% | +160.1% | -203.8% | -66.4% |
| All | -44.8% | +151.0% | -195.9% | -64.1% |
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