+876.3%
HALO vs RRC
+4.9%
+871.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | -2.7% | -1.8% | -0.9% | -2.5% |
| 30D | +5.3% | +2.7% | +2.7% | +5.0% |
| 3M | +51.6% | +8.8% | +42.7% | +49.9% |
| 6M | +61.3% | -1.2% | +62.4% | +60.9% |
| YTD | +59.3% | +17.6% | +41.7% | +55.5% |
| 1Y | +38.3% | +18.4% | +19.8% | +34.6% |
| 3Y | +185.9% | +33.1% | +152.8% | +171.1% |
| 5Y | +159.9% | +148.2% | +11.8% | +123.6% |
| All | +876.3% | +4.9% | +871.4% | +708.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded RRC 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling