+38.3%
HALO vs RY
+44.3%
-6.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -2.7% | -2.2% | -0.5% | -2.4% |
| 30D | +5.3% | -3.6% | +8.9% | +5.8% |
| 3M | +51.6% | +3.9% | +47.6% | +48.6% |
| 6M | +61.3% | +26.4% | +34.9% | +46.9% |
| YTD | +59.3% | +22.3% | +37.0% | +45.4% |
| 1Y | +38.3% | +43.7% | -5.4% | +19.5% |
| All | +38.3% | +44.3% | -6.0% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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