+52.8%
AA vs AMBA
+10.0%
+42.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -9.4% | +4.1% | -2.8% |
| 7D | -3.7% | -14.6% | +10.9% | +0.3% |
| 30D | -10.8% | -18.8% | +8.0% | -6.1% |
| 3M | -19.1% | -32.6% | +13.5% | -10.9% |
| 6M | -38.7% | -25.8% | -12.9% | -37.3% |
| YTD | -27.1% | -22.1% | -5.0% | -28.0% |
| 1Y | +8.3% | -36.2% | +44.6% | +13.3% |
| All | +52.8% | +10.0% | +42.8% | +16.9% |
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 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