+398.5%
ASX vs HALO
+173.9%
+224.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.3% | +7.9% | +6.7% |
| 7D | +0.8% | -22.0% | +22.8% | +3.6% |
| 30D | -20.4% | -8.5% | -12.0% | -19.7% |
| 3M | -2.1% | -0.9% | -1.2% | -2.3% |
| 6M | +8.2% | +53.1% | -44.9% | +1.4% |
| YTD | +137.3% | +51.1% | +86.2% | +122.4% |
| 1Y | +155.0% | +45.0% | +110.0% | +140.1% |
| All | +398.5% | +173.9% | +224.6% | +310.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling