+50.1%
HALO vs RPRX
+77.4%
-27.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | +4.6% | +5.1% | -0.5% | +2.1% |
| 30D | +31.8% | +11.2% | +20.6% | +25.2% |
| 3M | +53.9% | +16.7% | +37.2% | +42.3% |
| 6M | +57.4% | +36.0% | +21.4% | +33.5% |
| YTD | +63.7% | +67.8% | -4.1% | +27.3% |
| 1Y | +50.1% | +76.7% | -26.6% | +14.4% |
| All | +50.1% | +77.4% | -27.3% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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