+627.9%
HALO vs AMBA
+0.6%
+627.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.6% |
| 7D | -18.1% | +10.7% | -28.8% | -19.8% |
| 30D | -8.2% | -5.0% | -3.1% | -7.7% |
| 3M | -1.1% | -26.9% | +25.8% | +3.7% |
| 6M | +41.9% | -21.9% | +63.8% | +42.4% |
| YTD | +49.6% | -13.8% | +63.4% | +45.2% |
| 1Y | +42.5% | -36.1% | +78.6% | +46.2% |
| 3Y | +170.3% | +21.6% | +148.6% | +124.2% |
| 5Y | +158.4% | -68.8% | +227.2% | +170.4% |
| All | +627.9% | +0.6% | +627.3% | +353.0% |
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 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