-39.0%
AVAV vs HALO
+41.3%
-80.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -26.8% |
| 6M | -38.1% | +57.6% | -95.7% | -43.5% |
| YTD | -41.8% | +59.6% | -101.4% | -46.4% |
| 1Y | -39.0% | +41.2% | -80.2% | -42.6% |
| All | -39.0% | +41.3% | -80.3% | -42.6% |
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