-11.0%
CHYM vs AMBA
+13.6%
-24.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.2% |
| 7D | +9.4% | +10.7% | -1.2% | +7.6% |
| 30D | +10.5% | -5.0% | +15.5% | +11.2% |
| 3M | +4.5% | -26.9% | +31.4% | +9.6% |
| 6M | +82.5% | -21.9% | +104.4% | +82.3% |
| YTD | +31.2% | -13.8% | +45.0% | +24.7% |
| 1Y | +63.5% | -36.1% | +99.6% | +64.5% |
| All | -11.0% | +13.6% | -24.6% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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