+161.6%
HALO vs RPRX
+70.9%
+90.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -2.7% | -8.4% | +5.7% | +1.0% |
| 30D | +5.3% | -0.6% | +5.9% | +5.6% |
| 3M | +51.6% | +6.4% | +45.1% | +47.1% |
| 6M | +61.3% | +26.6% | +34.7% | +44.9% |
| YTD | +59.3% | +53.8% | +5.5% | +31.7% |
| 1Y | +38.3% | +62.8% | -24.5% | +11.2% |
| 3Y | +185.9% | +118.0% | +67.8% | +101.8% |
| All | +161.6% | +70.9% | +90.7% | +103.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling