-13.5%
HAL vs AMBA
+10.0%
-23.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.4% | +6.2% | -2.0% |
| 7D | -11.1% | -14.6% | +3.5% | -9.2% |
| 30D | -2.4% | -18.8% | +16.4% | +0.2% |
| 3M | +0.8% | -32.6% | +33.4% | +5.8% |
| 6M | -22.8% | -25.8% | +3.0% | -22.1% |
| YTD | +14.5% | -22.1% | +36.6% | +13.3% |
| 1Y | +20.2% | -36.2% | +56.4% | +22.6% |
| All | -13.5% | +10.0% | -23.5% | -28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling