+310.3%
APH vs HALO
+160.1%
+150.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.7% | +8.9% | +8.3% |
| 7D | +1.1% | -20.2% | +21.3% | +4.2% |
| 30D | -7.5% | -6.8% | -0.7% | -6.9% |
| 3M | -4.4% | -0.2% | -4.2% | -5.0% |
| 6M | +26.5% | +60.5% | -34.0% | +15.6% |
| YTD | +20.0% | +52.9% | -32.9% | +10.2% |
| 1Y | +16.9% | +50.8% | -34.0% | +7.5% |
| 3Y | +288.5% | +180.6% | +107.9% | +206.2% |
| 5Y | +310.3% | +166.6% | +143.7% | +213.2% |
| All | +310.3% | +160.1% | +150.2% | +213.2% |
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