+156.2%
HON vs AMBA
+0.6%
+155.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.4% | -1.5% |
| 7D | +3.6% | +10.7% | -7.1% | +2.1% |
| 30D | +7.8% | -5.0% | +12.8% | +8.4% |
| 3M | -4.8% | -26.9% | +22.1% | -1.1% |
| 6M | -1.7% | -21.9% | +20.2% | -1.1% |
| YTD | +10.7% | -13.8% | +24.5% | +8.8% |
| 1Y | +7.8% | -36.1% | +43.8% | +10.2% |
| 3Y | +28.1% | +21.6% | +6.4% | +13.1% |
| 5Y | +12.2% | -68.8% | +80.9% | +14.8% |
| All | +156.2% | +0.6% | +155.5% | +85.4% |
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