+50.1%
HALO vs KIM
+9.1%
+41.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | +4.6% | -0.8% | +5.4% | +4.8% |
| 30D | +31.8% | -5.1% | +36.9% | +33.4% |
| 3M | +53.9% | -0.6% | +54.5% | +53.3% |
| 6M | +57.4% | +2.4% | +55.0% | +55.4% |
| YTD | +63.7% | +19.0% | +44.7% | +59.3% |
| 1Y | +50.1% | +8.4% | +41.7% | +48.1% |
| All | +50.1% | +9.1% | +41.0% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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