+185.9%
HALO vs RRX
+5.4%
+180.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.4% |
| 7D | -2.7% | -0.3% | -2.4% | -2.7% |
| 30D | +5.3% | -6.1% | +11.5% | +6.3% |
| 3M | +51.6% | -23.1% | +74.6% | +56.5% |
| 6M | +61.3% | -19.5% | +80.8% | +64.0% |
| YTD | +59.3% | +16.1% | +43.2% | +51.1% |
| 1Y | +38.3% | +12.9% | +25.3% | +31.3% |
| 3Y | +185.9% | +7.9% | +177.9% | +156.7% |
| All | +185.9% | +5.4% | +180.5% | +156.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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