+477.7%
ASX vs HALO
+149.7%
+328.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +6.4% |
| 7D | +6.3% | +0.5% | +5.8% | +6.2% |
| 30D | +6.4% | +5.0% | +1.4% | +5.4% |
| 3M | +13.1% | +53.1% | -40.0% | +3.7% |
| 6M | +90.3% | +60.8% | +29.5% | +72.4% |
| YTD | +149.6% | +60.9% | +88.7% | +125.6% |
| 1Y | +249.2% | +42.8% | +206.4% | +222.2% |
| 3Y | +445.9% | +181.3% | +264.6% | +313.7% |
| 5Y | +477.7% | +157.6% | +320.2% | +330.5% |
| All | +477.7% | +149.7% | +328.1% | +330.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling