+647.9%
HBM vs AMBA
+2.6%
+645.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.4% | -9.0% | -3.5% |
| 7D | +5.5% | +2.5% | +3.0% | +4.4% |
| 30D | +3.3% | -16.1% | +19.4% | +9.5% |
| 3M | +12.7% | +4.6% | +8.0% | +7.3% |
| 6M | +28.2% | +29.2% | -1.0% | +11.3% |
| YTD | +45.3% | -2.9% | +48.2% | +37.5% |
| 1Y | +121.7% | -18.7% | +140.4% | +119.2% |
| 3Y | +523.5% | +14.9% | +508.6% | +402.4% |
| 5Y | +393.9% | -53.0% | +446.9% | +372.8% |
| 10Y | +647.9% | +8.3% | +639.6% | +321.0% |
| All | +647.9% | +2.6% | +645.3% | +321.0% |
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