+6.0%
CLSK vs HALO
+158.6%
-152.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.2% | +6.6% | +6.7% |
| 7D | +7.7% | -2.7% | +10.4% | +9.1% |
| 30D | +12.2% | +5.3% | +6.9% | +9.4% |
| 3M | -15.5% | +51.6% | -67.0% | -32.9% |
| 6M | +39.3% | +61.3% | -21.9% | +6.7% |
| YTD | +35.1% | +59.3% | -24.2% | +3.7% |
| 1Y | +34.0% | +38.3% | -4.2% | +9.8% |
| 3Y | +226.3% | +185.9% | +40.4% | +44.7% |
| All | +6.0% | +158.6% | -152.7% | -54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling