-26.3%
APH vs HALO
+47.3%
-73.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.5% | -51.3% | -47.7% |
| 7D | -48.7% | +3.1% | -51.8% | -48.6% |
| 30D | -51.9% | +31.8% | -83.8% | -53.0% |
| 3M | -43.6% | +53.9% | -97.5% | -46.3% |
| 6M | -37.5% | +57.4% | -94.9% | -41.2% |
| YTD | -38.6% | +63.7% | -102.4% | -43.0% |
| 1Y | -26.3% | +50.1% | -76.5% | -29.3% |
| All | -26.3% | +47.3% | -73.6% | -29.3% |
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 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