-34.7%
AMBA vs HRB
+8.1%
-42.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.2% | +8.5% | +4.7% |
| 7D | 0.0% | -2.4% | +2.4% | -0.4% |
| 30D | -8.6% | +15.7% | -24.3% | -6.4% |
| 3M | -29.0% | +11.4% | -40.3% | -27.3% |
| 6M | -19.2% | +40.7% | -59.9% | -13.9% |
| YTD | -13.0% | +21.0% | -33.9% | -5.6% |
| All | -34.7% | +8.1% | -42.8% | -28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling