+3,040.5%
ASX vs HALO
+2,268.7%
+771.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.1% | -3.9% |
| 7D | +22.1% | -18.1% | +40.2% | +25.1% |
| 30D | -23.8% | -8.2% | -15.6% | -23.1% |
| 3M | -7.6% | -1.1% | -6.5% | -7.8% |
| 6M | +6.9% | +41.9% | -35.0% | +0.8% |
| YTD | +127.7% | +49.6% | +78.1% | +112.7% |
| 1Y | +144.5% | +42.5% | +102.0% | +129.8% |
| 3Y | +377.8% | +170.3% | +207.5% | +300.7% |
| 5Y | +498.2% | +158.4% | +339.8% | +397.9% |
| 10Y | +962.7% | +700.2% | +262.5% | +633.3% |
| All | +3,040.5% | +2,268.7% | +771.8% | +1,320.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling