+1,921.9%
AXTI vs HALO
+2,417.6%
-495.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.7% | -6.0% |
| 7D | +15.1% | -3.4% | +18.5% | +15.8% |
| 30D | -12.3% | +4.3% | -16.6% | -13.1% |
| 3M | -24.1% | +51.8% | -75.9% | -29.9% |
| 6M | +46.0% | +57.8% | -11.7% | +33.7% |
| YTD | +295.7% | +59.0% | +236.7% | +261.4% |
| 1Y | +1,825.6% | +41.2% | +1,784.4% | +1,693.1% |
| 3Y | +2,630.0% | +177.8% | +2,452.1% | +2,078.5% |
| 5Y | +601.0% | +159.5% | +441.5% | +458.9% |
| 10Y | +1,459.0% | +963.6% | +495.4% | +880.9% |
| All | +1,921.9% | +2,417.6% | -495.8% | +909.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling