-69.0%
AVAV vs HALO
+92.7%
-161.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.3% | -9.7% | -8.7% |
| 7D | -10.1% | +0.2% | -10.3% | -10.2% |
| 30D | -18.7% | +20.3% | -39.1% | -22.8% |
| 3M | -33.0% | +56.6% | -89.6% | -41.7% |
| 6M | -37.2% | +101.9% | -139.0% | -47.7% |
| YTD | -53.2% | +93.7% | -146.9% | -61.3% |
| 1Y | -69.0% | +91.5% | -160.5% | -73.8% |
| All | -69.0% | +92.7% | -161.7% | -73.8% |
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