+18.9%
HAL vs AMBA
-32.7%
+51.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | -0.5% |
| 7D | -12.0% | -7.2% | -4.7% | -11.7% |
| 30D | +0.3% | -10.4% | +10.7% | +0.7% |
| 3M | -1.6% | -30.1% | +28.5% | -0.5% |
| 6M | -20.5% | -22.4% | +1.9% | -20.5% |
| YTD | +14.2% | -17.3% | +31.6% | +13.0% |
| 1Y | +18.9% | -35.4% | +54.3% | +18.2% |
| All | +18.9% | -32.7% | +51.6% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling