+164.1%
HON vs AMBA
+12.8%
+151.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.3% | -1.2% | +3.4% |
| 7D | +2.3% | 0.0% | +2.4% | +2.3% |
| 30D | +10.2% | -8.6% | +18.8% | +11.4% |
| 3M | -6.7% | -29.0% | +22.3% | -2.8% |
| 6M | +3.3% | -19.2% | +22.5% | +3.4% |
| YTD | +13.4% | -13.0% | +26.4% | +11.4% |
| 1Y | +14.7% | -31.3% | +46.0% | +16.1% |
| 3Y | +33.4% | +28.1% | +5.3% | +16.9% |
| 5Y | +12.7% | -69.4% | +82.2% | +15.8% |
| 10Y | +164.1% | +7.6% | +156.5% | +90.3% |
| All | +164.1% | +12.8% | +151.3% | +90.3% |
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 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