+17.3%
HAL vs AMBA
-34.6%
+51.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | -6.5% | -2.7% | -3.8% | -6.4% |
| 30D | -2.1% | -10.5% | +8.4% | -1.7% |
| 3M | -4.9% | -26.4% | +21.6% | -4.0% |
| 6M | -19.3% | -20.9% | +1.6% | -19.3% |
| YTD | +14.3% | -14.8% | +29.1% | +12.9% |
| 1Y | +17.3% | -36.1% | +53.4% | +16.3% |
| All | +17.3% | -34.6% | +51.9% | +16.3% |
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 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