+4.7%
AMBA vs HRB
+243.1%
-238.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +2.6% | -8.1% | +10.7% | +4.3% |
| 30D | -3.6% | +15.0% | -18.6% | -6.8% |
| 3M | -24.6% | +10.2% | -34.8% | -26.9% |
| 6M | -21.6% | +44.2% | -65.8% | -29.4% |
| YTD | -11.8% | +21.0% | -32.7% | -17.8% |
| 1Y | -33.2% | +12.0% | -45.2% | -36.4% |
| 3Y | +24.5% | +24.9% | -0.4% | +11.2% |
| 5Y | -67.7% | +144.6% | -212.3% | -76.3% |
| 10Y | +4.7% | +229.4% | -224.7% | -33.1% |
| All | +4.7% | +243.1% | -238.3% | -33.1% |
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