+42.5%
HAL vs AMBA
-72.1%
+114.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.4% | +6.2% | -1.9% |
| 7D | -11.1% | -14.6% | +3.5% | -9.0% |
| 30D | -2.4% | -18.8% | +16.4% | +0.4% |
| 3M | +0.8% | -32.6% | +33.4% | +6.2% |
| 6M | -22.8% | -25.8% | +3.0% | -21.9% |
| YTD | +14.5% | -22.1% | +36.6% | +13.9% |
| 1Y | +20.2% | -36.2% | +56.4% | +22.8% |
| 3Y | -15.2% | +10.0% | -25.2% | -25.0% |
| 5Y | +42.5% | -71.6% | +114.1% | +39.0% |
| All | +42.5% | -72.1% | +114.6% | +39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling