-99.8%
AMIX vs HALO
+216.6%
-316.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | -0.7% |
| 7D | -3.4% | +0.5% | -3.9% | -3.2% |
| 30D | -54.4% | +5.0% | -59.4% | -53.8% |
| 3M | -45.7% | +53.1% | -98.9% | -37.5% |
| 6M | -49.2% | +60.8% | -109.9% | -40.5% |
| YTD | -60.3% | +60.9% | -121.3% | -53.2% |
| 1Y | -81.4% | +42.8% | -124.2% | -79.0% |
| All | -99.8% | +216.6% | -316.4% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling