+91.5%
HALO vs ALK
-1.1%
+92.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.8% | -7.4% | +0.5% |
| 7D | +0.2% | +12.4% | -12.2% | -1.0% |
| 30D | +20.3% | +2.1% | +18.3% | +20.0% |
| 3M | +56.6% | -23.9% | +80.5% | +61.9% |
| 6M | +101.9% | +8.2% | +93.6% | +94.6% |
| YTD | +93.7% | -20.5% | +114.1% | +98.8% |
| 1Y | +91.5% | -1.0% | +92.6% | +96.7% |
| All | +91.5% | -1.1% | +92.6% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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