+38.3%
HALO vs BBAI
-39.3%
+77.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.1% |
| 7D | -2.7% | -1.7% | -1.0% | -2.6% |
| 30D | +5.3% | -12.0% | +17.3% | +6.1% |
| 3M | +51.6% | -30.7% | +82.2% | +53.8% |
| 6M | +61.3% | -30.7% | +91.9% | +62.5% |
| YTD | +59.3% | -46.9% | +106.1% | +61.6% |
| 1Y | +38.3% | -41.1% | +79.3% | +34.9% |
| All | +38.3% | -39.3% | +77.6% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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