+16.4%
APH vs HALO
+92.7%
-76.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.3% | -7.5% | -6.2% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | -9.5% | +20.3% | -29.8% | -10.6% |
| 3M | -7.6% | +56.6% | -64.2% | -11.1% |
| 6M | +12.4% | +101.9% | -89.5% | +3.1% |
| YTD | +17.5% | +93.7% | -76.1% | +6.3% |
| 1Y | +16.4% | +91.5% | -75.1% | +6.4% |
| All | +16.4% | +92.7% | -76.3% | +6.4% |
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