-6.2%
AMBA vs HRB
+213.0%
-219.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.5% | +7.4% | +2.3% |
| 7D | -6.4% | -9.1% | +2.6% | -4.5% |
| 30D | -26.8% | +0.3% | -27.1% | -27.2% |
| 3M | -7.6% | +23.4% | -31.0% | -13.2% |
| 6M | +21.2% | +45.1% | -23.9% | +7.7% |
| YTD | -10.4% | +8.9% | -19.3% | -14.1% |
| 1Y | -24.4% | -7.9% | -16.5% | -24.4% |
| 3Y | +6.0% | +27.9% | -21.9% | -6.6% |
| 5Y | -53.9% | +108.3% | -162.2% | -64.9% |
| 10Y | -6.2% | +208.4% | -214.6% | -42.6% |
| All | -6.2% | +213.0% | -219.1% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling