-33.2%
KWEB vs HALO
+80.0%
-113.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.7% | +7.5% | +2.4% |
| 7D | +8.6% | -6.3% | +14.9% | +9.4% |
| 30D | +0.9% | +12.1% | -11.2% | -0.6% |
| 3M | -13.2% | +47.1% | -60.3% | -17.6% |
| 6M | -13.2% | +86.7% | -99.9% | -21.2% |
| YTD | -27.3% | +82.7% | -110.0% | -34.9% |
| 1Y | -33.2% | +80.0% | -113.3% | -40.0% |
| All | -33.2% | +80.0% | -113.2% | -40.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling