+28.0%
HON vs AMBA
+21.7%
+6.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | +1.4% | +2.7% | -1.3% | +1.2% |
| 30D | +7.5% | -2.2% | +9.7% | +7.6% |
| 3M | -4.3% | -26.6% | +22.3% | -2.0% |
| 6M | -1.5% | -26.8% | +25.2% | -0.5% |
| YTD | +10.5% | -15.1% | +25.7% | +9.1% |
| 1Y | +8.5% | -32.3% | +40.8% | +9.6% |
| 3Y | +28.0% | +19.8% | +8.2% | +14.0% |
| All | +28.0% | +21.7% | +6.3% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling