+228.3%
ABT vs AMBA
+4.3%
+223.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.1% |
| 7D | +1.0% | -2.6% | +3.6% | +1.1% |
| 30D | +11.6% | -10.5% | +22.1% | +12.4% |
| 3M | +2.3% | -26.4% | +28.7% | +4.5% |
| 6M | +32.7% | -20.9% | +53.6% | +32.6% |
| YTD | -9.6% | -14.8% | +5.1% | -11.0% |
| 1Y | -10.1% | -36.1% | +26.0% | -9.1% |
| 3Y | +25.2% | +20.2% | +5.0% | +13.0% |
| 5Y | -4.5% | -67.2% | +62.7% | -4.0% |
| 10Y | +228.3% | +5.0% | +223.3% | +149.9% |
| All | +228.3% | +4.3% | +223.9% | +149.9% |
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