+86.5%
ATI vs HALO
+92.7%
-6.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.0% |
| 7D | +8.3% | +0.2% | +8.1% | +8.3% |
| 30D | -7.3% | +20.3% | -27.6% | -11.0% |
| 3M | -10.5% | +56.6% | -67.1% | -20.2% |
| 6M | +16.4% | +101.9% | -85.5% | -5.7% |
| YTD | +56.1% | +93.7% | -37.6% | +26.6% |
| 1Y | +86.5% | +91.5% | -5.0% | +52.0% |
| All | +86.5% | +92.7% | -6.2% | +52.0% |
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