+312.3%
A vs AMBA
+7.9%
+304.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.1% | -1.2% |
| 7D | -0.1% | +2.6% | -2.7% | -0.7% |
| 30D | +3.3% | -3.6% | +6.9% | +3.8% |
| 3M | +18.5% | -24.6% | +43.2% | +24.0% |
| 6M | +59.3% | -21.6% | +80.9% | +60.6% |
| YTD | +31.0% | -11.8% | +42.8% | +27.6% |
| 1Y | +19.3% | -33.2% | +52.5% | +22.1% |
| 3Y | +66.8% | +24.5% | +42.3% | +43.4% |
| 5Y | +15.5% | -67.7% | +83.2% | +18.2% |
| 10Y | +312.3% | +4.7% | +307.6% | +189.9% |
| All | +312.3% | +7.9% | +304.5% | +189.9% |
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