-24.5%
KVUE vs HALO
+230.9%
-255.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -5.1% | -2.7% | -2.4% | -5.0% |
| 30D | -6.3% | +5.3% | -11.6% | -6.6% |
| 3M | -0.5% | +51.6% | -52.1% | -2.7% |
| 6M | +3.1% | +61.3% | -58.2% | +0.4% |
| YTD | +6.7% | +59.3% | -52.6% | +3.7% |
| 1Y | -1.1% | +38.3% | -39.4% | -3.1% |
| 3Y | -8.7% | +185.9% | -194.6% | -17.2% |
| All | -24.5% | +230.9% | -255.4% | -32.3% |
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 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