+257.4%
BKR vs HALO
+2,417.6%
-2,160.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.6% |
| 7D | -6.7% | -3.4% | -3.3% | -6.2% |
| 30D | -8.3% | +4.3% | -12.6% | -9.0% |
| 3M | -5.4% | +51.8% | -57.2% | -11.6% |
| 6M | +0.8% | +57.8% | -57.0% | -6.6% |
| YTD | +31.8% | +59.0% | -27.1% | +21.8% |
| 1Y | +28.6% | +41.2% | -12.6% | +20.6% |
| 3Y | +71.2% | +177.8% | -106.6% | +40.7% |
| 5Y | +179.2% | +159.5% | +19.8% | +127.5% |
| 10Y | +124.0% | +963.6% | -839.7% | +40.6% |
| All | +257.4% | +2,417.6% | -2,160.3% | +58.0% |
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