+493.8%
AVAV vs HALO
+924.7%
-430.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.5% | -5.2% |
| 7D | -3.2% | -2.1% | -1.1% | -2.7% |
| 30D | -25.6% | +4.6% | -30.2% | -26.4% |
| 3M | -20.2% | +50.2% | -70.5% | -27.4% |
| 6M | -38.1% | +57.6% | -95.7% | -44.4% |
| YTD | -41.8% | +59.6% | -101.4% | -48.0% |
| 1Y | -39.0% | +41.2% | -80.2% | -44.2% |
| 3Y | +24.1% | +178.9% | -154.8% | -8.2% |
| 5Y | +53.0% | +160.1% | -107.0% | +12.5% |
| 10Y | +493.8% | +967.5% | -473.7% | +227.3% |
| All | +493.8% | +924.7% | -430.9% | +227.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling