+146.5%
ASX vs HALO
+92.7%
+53.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.3% | -4.0% |
| 7D | -14.6% | +0.2% | -14.8% | -14.6% |
| 30D | -21.1% | +20.3% | -41.4% | -21.8% |
| 3M | -3.1% | +56.6% | -59.7% | -6.7% |
| 6M | +17.4% | +101.9% | -84.5% | +6.9% |
| YTD | +135.3% | +93.7% | +41.7% | +115.3% |
| 1Y | +146.5% | +91.5% | +55.0% | +126.3% |
| All | +146.5% | +92.7% | +53.8% | +126.3% |
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 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