+992.0%
ASX vs HALO
+924.7%
+67.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.7% |
| 7D | +11.1% | -2.1% | +13.2% | +11.5% |
| 30D | +9.6% | +4.6% | +5.0% | +8.6% |
| 3M | +18.6% | +50.2% | -31.6% | +9.3% |
| 6M | +92.1% | +57.6% | +34.5% | +75.1% |
| YTD | +158.5% | +59.6% | +98.9% | +134.7% |
| 1Y | +271.9% | +41.2% | +230.7% | +244.6% |
| 3Y | +465.2% | +178.9% | +286.4% | +342.7% |
| 5Y | +479.4% | +160.1% | +319.3% | +351.6% |
| 10Y | +992.0% | +967.5% | +24.5% | +626.4% |
| All | +992.0% | +924.7% | +67.3% | +626.4% |
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