+521.7%
KGC vs HALO
+177.6%
+344.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.2% |
| 7D | -8.4% | -3.4% | -5.0% | -7.9% |
| 30D | +6.3% | +4.3% | +2.1% | +5.7% |
| 3M | +22.4% | +51.8% | -29.3% | +14.7% |
| 6M | -11.4% | +57.8% | -69.2% | -17.6% |
| YTD | +3.1% | +59.0% | -55.8% | -4.2% |
| 1Y | +26.6% | +41.2% | -14.5% | +19.3% |
| All | +521.7% | +177.6% | +344.1% | +425.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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