+14.7%
RIVN vs HALO
+41.1%
-26.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +1.8% | -2.7% | +4.6% | +2.7% |
| 30D | +0.6% | +5.3% | -4.7% | -1.0% |
| 3M | +3.2% | +51.6% | -48.4% | -11.2% |
| 6M | -3.7% | +61.3% | -65.0% | -19.4% |
| YTD | -18.7% | +59.3% | -78.0% | -29.9% |
| 1Y | +14.7% | +38.3% | -23.5% | +5.8% |
| All | +14.7% | +41.1% | -26.3% | +5.8% |
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