+44.0%
HALO vs AMBA
-34.0%
+78.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.8% | -1.3% |
| 7D | -22.0% | +2.6% | -24.6% | -21.9% |
| 30D | -8.5% | -3.6% | -4.9% | -8.2% |
| 3M | -0.9% | -24.6% | +23.7% | +0.1% |
| 6M | +53.1% | -21.6% | +74.7% | +53.8% |
| YTD | +51.1% | -11.8% | +62.9% | +47.7% |
| All | +44.0% | -34.0% | +78.0% | +43.2% |
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