+49.5%
RKLB vs HALO
+47.3%
+2.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | -0.2% | +4.6% | -4.8% | -1.5% |
| 30D | -14.1% | +31.8% | -45.9% | -20.7% |
| 3M | -46.4% | +53.9% | -100.3% | -52.4% |
| 6M | -10.6% | +57.4% | -68.0% | -22.3% |
| YTD | -7.9% | +63.7% | -71.6% | -20.7% |
| 1Y | +49.5% | +50.1% | -0.6% | +31.9% |
| All | +49.5% | +47.3% | +2.2% | +31.9% |
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