+132.1%
APO vs HALO
+157.2%
-25.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -2.0% | -2.3% |
| 7D | -4.9% | -3.4% | -1.5% | -4.2% |
| 30D | -8.4% | +4.3% | -12.7% | -9.3% |
| 3M | -2.1% | +51.8% | -53.8% | -10.9% |
| 6M | +19.2% | +57.8% | -38.5% | +7.3% |
| YTD | -10.5% | +59.0% | -69.5% | -19.9% |
| 1Y | -2.7% | +41.2% | -43.9% | -10.7% |
| 3Y | +52.5% | +177.8% | -125.4% | +11.5% |
| 5Y | +132.1% | +159.5% | -27.4% | +65.6% |
| All | +132.1% | +157.2% | -25.1% | +65.6% |
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