+133.9%
HL vs AMBA
-20.7%
+154.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.3% |
| 7D | +1.5% | -11.0% | +12.4% | +4.5% |
| 30D | +25.1% | -23.2% | +48.2% | +33.4% |
| 3M | +22.9% | -12.7% | +35.6% | +23.4% |
| 6M | -4.9% | +11.2% | -16.1% | -14.8% |
| YTD | +7.8% | -11.2% | +19.1% | +3.7% |
| 1Y | +133.9% | -22.5% | +156.4% | +130.3% |
| All | +133.9% | -20.7% | +154.6% | +130.3% |
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