+547.3%
RKLB vs HALO
+165.2%
+382.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -4.0% |
| 7D | 0.0% | -2.1% | +2.0% | +0.6% |
| 30D | -21.2% | +4.6% | -25.9% | -22.5% |
| 3M | -41.7% | +50.2% | -92.0% | -49.4% |
| 6M | -11.8% | +57.6% | -69.4% | -24.8% |
| YTD | -9.6% | +59.6% | -69.2% | -23.6% |
| 1Y | +34.1% | +41.2% | -7.1% | +17.4% |
| 3Y | +917.3% | +178.9% | +738.4% | +537.8% |
| 5Y | +204.4% | +160.1% | +44.3% | +87.7% |
| All | +547.3% | +165.2% | +382.1% | +313.4% |
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