+38.3%
HALO vs AHR
+26.4%
+11.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -2.7% | -2.1% | -0.6% | -2.1% |
| 30D | +5.3% | +1.9% | +3.4% | +4.6% |
| 3M | +51.6% | +15.7% | +35.9% | +47.0% |
| 6M | +61.3% | +2.5% | +58.7% | +61.0% |
| YTD | +59.3% | +15.0% | +44.3% | +53.8% |
| 1Y | +38.3% | +28.1% | +10.2% | +28.3% |
| All | +38.3% | +26.4% | +11.9% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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