-20.8%
HAL vs AMBA
+4.3%
-25.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.4% |
| 7D | -6.5% | -2.6% | -3.8% | -6.1% |
| 30D | -2.1% | -10.5% | +8.4% | 0.0% |
| 3M | -4.9% | -26.4% | +21.6% | +1.0% |
| 6M | -19.3% | -20.9% | +1.6% | -19.1% |
| YTD | +14.3% | -14.8% | +29.1% | +10.9% |
| 1Y | +17.3% | -36.1% | +53.4% | +21.0% |
| 3Y | -10.9% | +20.2% | -31.1% | -27.2% |
| 5Y | +47.4% | -67.2% | +114.6% | +52.5% |
| 10Y | -20.8% | +5.0% | -25.8% | -53.0% |
| All | -20.8% | +4.3% | -25.1% | -53.0% |
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