+308.8%
RKLB vs HALO
+158.6%
+150.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.0% | -2.7% | +0.7% | -1.1% |
| 30D | -22.4% | +5.3% | -27.8% | -24.0% |
| 3M | -45.2% | +51.6% | -96.7% | -53.0% |
| 6M | -12.5% | +61.3% | -73.8% | -26.8% |
| YTD | -9.8% | +59.3% | -69.0% | -24.5% |
| 1Y | +30.0% | +38.3% | -8.3% | +13.7% |
| 3Y | +942.2% | +185.9% | +756.4% | +511.8% |
| All | +308.8% | +158.6% | +150.1% | +128.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling