+448.6%
KGC vs HALO
+2,492.7%
-2,044.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | -1.3% | +4.6% | -5.9% | -1.6% |
| 30D | +20.3% | +31.8% | -11.5% | +17.7% |
| 3M | +8.1% | +53.9% | -45.8% | +4.5% |
| 6M | -8.8% | +57.4% | -66.1% | -12.0% |
| YTD | +10.1% | +63.7% | -53.7% | +5.8% |
| 1Y | +44.2% | +50.1% | -5.9% | +39.4% |
| 3Y | +533.0% | +157.3% | +375.7% | +481.3% |
| 5Y | +443.0% | +161.0% | +282.0% | +393.7% |
| 10Y | +678.6% | +1,018.7% | -340.1% | +525.1% |
| All | +448.6% | +2,492.7% | -2,044.1% | +290.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling