+34.4%
ACI vs AMBA
+30.1%
+4.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.3% | +2.1% |
| 7D | -0.6% | -2.7% | +2.1% | -0.6% |
| 30D | +9.5% | -10.5% | +20.0% | +9.4% |
| 3M | +10.1% | -26.4% | +36.5% | +9.7% |
| 6M | -15.4% | -20.9% | +5.5% | -15.4% |
| YTD | -19.5% | -14.8% | -4.7% | -19.4% |
| 1Y | -21.0% | -36.1% | +15.1% | -20.9% |
| 3Y | -31.2% | +20.2% | -51.4% | -31.2% |
| 5Y | -40.6% | -67.2% | +26.7% | -43.2% |
| All | +34.4% | +30.1% | +4.3% | +28.1% |
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