+13.5%
AVTR vs HALO
+47.3%
-33.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +2.7% | +4.6% | -1.9% | +1.5% |
| 30D | +12.1% | +31.8% | -19.8% | +3.3% |
| 3M | +57.2% | +53.9% | +3.4% | +37.5% |
| 6M | +73.1% | +57.4% | +15.7% | +49.8% |
| YTD | +30.6% | +63.7% | -33.1% | +10.1% |
| 1Y | +13.5% | +50.1% | -36.6% | -2.3% |
| All | +13.5% | +47.3% | -33.8% | -2.3% |
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 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