+75.7%
AA vs AMBA
+23.3%
+52.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +5.3% | +0.5% | +4.4% |
| 7D | +4.8% | 0.0% | +4.9% | +4.8% |
| 30D | -0.6% | -8.6% | +7.9% | +1.5% |
| 3M | -16.3% | -29.0% | +12.7% | -9.1% |
| 6M | -33.4% | -19.2% | -14.2% | -33.3% |
| YTD | -20.7% | -13.0% | -7.7% | -23.8% |
| 1Y | +12.9% | -31.3% | +44.2% | +16.3% |
| 3Y | +75.7% | +28.1% | +47.6% | +28.4% |
| All | +75.7% | +23.3% | +52.4% | +28.4% |
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 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