+1,007.5%
ASX vs HALO
+743.1%
+264.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.3% | +7.9% | +6.8% |
| 7D | +0.8% | -22.0% | +22.8% | +5.4% |
| 30D | -20.4% | -8.5% | -12.0% | -19.4% |
| 3M | -2.1% | -0.9% | -1.2% | -2.6% |
| 6M | +8.2% | +53.1% | -44.9% | -1.9% |
| YTD | +137.3% | +51.1% | +86.2% | +115.3% |
| 1Y | +155.0% | +45.0% | +110.0% | +133.0% |
| 3Y | +397.9% | +173.0% | +225.0% | +283.5% |
| 5Y | +529.2% | +163.6% | +365.6% | +377.1% |
| 10Y | +1,007.5% | +708.3% | +299.2% | +583.3% |
| All | +1,007.5% | +743.1% | +264.4% | +583.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling