-17.4%
HAL vs AMBA
+0.6%
-18.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | 0.0% |
| 7D | +2.6% | +10.7% | -8.0% | +0.3% |
| 30D | -0.1% | -5.0% | +4.9% | +0.8% |
| 3M | -1.1% | -26.9% | +25.8% | +5.1% |
| 6M | -20.7% | -21.9% | +1.2% | -20.3% |
| YTD | +17.5% | -13.8% | +31.3% | +13.8% |
| 1Y | +24.1% | -36.1% | +60.2% | +28.2% |
| 3Y | -8.4% | +21.6% | -30.0% | -25.3% |
| 5Y | +53.2% | -68.8% | +122.0% | +61.4% |
| All | -17.4% | +0.6% | -18.1% | -51.3% |
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