+2,492.7%
HALO vs RY
+1,989.8%
+502.9%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | +4.6% | +3.1% | +1.5% | +2.5% |
| 30D | +31.8% | -0.3% | +32.1% | +31.8% |
| 3M | +53.9% | +8.7% | +45.2% | +44.8% |
| 6M | +57.4% | +28.5% | +28.8% | +32.2% |
| YTD | +63.7% | +25.1% | +38.6% | +39.8% |
| 1Y | +50.1% | +46.3% | +3.8% | +15.1% |
| 3Y | +157.3% | +154.9% | +2.4% | +33.8% |
| 5Y | +161.0% | +140.3% | +20.7% | +39.0% |
| 10Y | +1,018.7% | +377.0% | +641.6% | +256.1% |
| All | +2,492.7% | +1,989.8% | +502.9% | +266.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling