+290.1%
APH vs HALO
+176.9%
+113.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | +0.2% | +0.5% | -0.3% | +0.1% |
| 30D | -3.3% | +5.0% | -8.4% | -3.9% |
| 3M | +14.0% | +53.1% | -39.1% | +8.1% |
| 6M | +24.4% | +60.8% | -36.3% | +17.0% |
| YTD | +21.4% | +60.9% | -39.5% | +13.9% |
| 1Y | +48.9% | +42.8% | +6.1% | +41.6% |
| 3Y | +290.1% | +181.3% | +108.9% | +233.4% |
| All | +290.1% | +176.9% | +113.2% | +233.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling