-18.6%
HAL vs AMBA
-0.9%
-17.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | -1.6% |
| 7D | -12.0% | -7.2% | -4.7% | -10.6% |
| 30D | +0.3% | -10.4% | +10.7% | +2.4% |
| 3M | -1.6% | -30.1% | +28.5% | +5.5% |
| 6M | -20.5% | -22.4% | +1.9% | -20.0% |
| YTD | +14.2% | -17.3% | +31.6% | +11.6% |
| 1Y | +18.9% | -35.4% | +54.3% | +22.2% |
| 3Y | -13.7% | +18.6% | -32.4% | -29.3% |
| 5Y | +42.2% | -69.8% | +112.0% | +50.7% |
| All | -18.6% | -0.9% | -17.7% | -51.4% |
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