+161.6%
HALO vs BBAI
-70.8%
+232.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.2% |
| 7D | -2.7% | -1.7% | -1.0% | -2.7% |
| 30D | +5.3% | -12.0% | +17.3% | +5.5% |
| 3M | +51.6% | -30.7% | +82.2% | +52.2% |
| 6M | +61.3% | -30.7% | +91.9% | +61.8% |
| YTD | +59.3% | -46.9% | +106.1% | +60.2% |
| 1Y | +38.3% | -41.1% | +79.3% | +38.7% |
| 3Y | +185.9% | +65.9% | +120.0% | +179.3% |
| All | +161.6% | -70.8% | +232.4% | +139.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling