+177.9%
KO vs HALO
+977.5%
-799.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -1.1% | -3.4% | +2.3% | -0.9% |
| 30D | +1.6% | +4.3% | -2.7% | +1.2% |
| 3M | +5.8% | +51.8% | -46.0% | +2.5% |
| 6M | +14.3% | +57.8% | -43.5% | +10.4% |
| YTD | +27.3% | +59.0% | -31.7% | +22.7% |
| 1Y | +33.2% | +41.2% | -8.0% | +29.4% |
| 3Y | +64.5% | +177.8% | -113.4% | +50.1% |
| 5Y | +83.1% | +159.5% | -76.3% | +66.6% |
| All | +177.9% | +977.5% | -799.7% | +137.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling