+354.9%
APH vs HALO
+158.6%
+196.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.1% |
| 3M | +14.0% | +53.1% | -39.1% | +5.8% |
| 6M | +24.4% | +60.8% | -36.3% | +14.3% |
| YTD | +21.4% | +60.9% | -39.5% | +11.1% |
| 1Y | +48.9% | +42.8% | +6.1% | +39.0% |
| 3Y | +290.1% | +181.3% | +108.9% | +208.6% |
| All | +354.9% | +158.6% | +196.3% | +245.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling