+12.9%
HAS vs AMBA
-54.5%
+67.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.4% |
| 7D | -1.8% | -11.0% | +9.2% | -0.1% |
| 30D | +2.3% | -23.2% | +25.4% | +6.2% |
| 3M | +10.4% | -12.7% | +23.1% | +10.5% |
| 6M | -3.2% | +11.2% | -14.4% | -8.6% |
| YTD | +15.4% | -11.2% | +26.6% | +12.7% |
| 1Y | +18.8% | -22.5% | +41.3% | +17.5% |
| 3Y | +43.9% | -1.3% | +45.3% | +29.3% |
| All | +12.9% | -54.5% | +67.4% | -0.7% |
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 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