+185.3%
HALO vs RPRX
+116.7%
+68.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.7% | +1.0% |
| 7D | -3.4% | -8.0% | +4.6% | +0.3% |
| 30D | +4.3% | +2.1% | +2.2% | +3.3% |
| 3M | +51.8% | +8.2% | +43.6% | +46.1% |
| 6M | +57.8% | +28.9% | +28.9% | +40.1% |
| YTD | +59.0% | +54.1% | +4.9% | +30.6% |
| 1Y | +41.2% | +65.5% | -24.4% | +12.2% |
| All | +185.3% | +116.7% | +68.6% | +96.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling