-12.9%
CHYM vs AMBA
+18.1%
-31.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -4.5% |
| 7D | +2.1% | -6.4% | +8.5% | +3.2% |
| 30D | +11.0% | -26.8% | +37.9% | +16.9% |
| 3M | +83.9% | -7.6% | +91.5% | +81.9% |
| 6M | +45.3% | +21.2% | +24.2% | +28.6% |
| YTD | +28.4% | -10.4% | +38.8% | +21.8% |
| 1Y | +32.2% | -24.4% | +56.6% | +28.4% |
| All | -12.9% | +18.1% | -31.1% | -21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling