+14.7%
RTX vs HALO
+92.7%
-78.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -4.0% | -2.8% |
| 7D | +1.3% | +0.2% | +1.1% | +1.3% |
| 30D | +7.6% | +20.3% | -12.7% | +5.6% |
| 3M | -8.6% | +56.6% | -65.2% | -13.5% |
| 6M | +15.6% | +101.9% | -86.2% | +5.1% |
| YTD | +9.4% | +93.7% | -84.3% | -2.2% |
| 1Y | +14.7% | +91.5% | -76.9% | +2.9% |
| All | +14.7% | +92.7% | -78.0% | +2.9% |
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