-53.9%
AMBA vs HRB
+126.2%
-180.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.2% | -0.2% |
| 7D | -11.0% | -5.7% | -5.3% | -10.2% |
| 30D | -23.2% | +7.9% | -31.1% | -24.1% |
| 3M | -12.7% | +32.1% | -44.8% | -17.3% |
| 6M | +11.2% | +62.2% | -51.0% | -0.3% |
| YTD | -11.2% | +16.4% | -27.6% | -13.0% |
| 1Y | -22.5% | -0.3% | -22.3% | -21.0% |
| 3Y | -1.3% | +36.0% | -37.3% | -14.5% |
| All | -53.9% | +126.2% | -180.1% | -65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling