+271.9%
ASX vs HALO
+41.3%
+230.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.6% |
| 7D | +11.1% | -2.1% | +13.2% | +11.2% |
| 30D | +9.6% | +4.6% | +5.0% | +9.2% |
| 3M | +18.6% | +50.2% | -31.6% | +12.5% |
| 6M | +92.1% | +57.6% | +34.5% | +79.2% |
| YTD | +158.5% | +59.6% | +98.9% | +141.6% |
| 1Y | +271.9% | +41.2% | +230.7% | +246.0% |
| All | +271.9% | +41.3% | +230.6% | +246.0% |
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