+611.3%
ADI vs AMBA
-5.3%
+616.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | 0.0% |
| 7D | +2.4% | -6.4% | +8.9% | +4.5% |
| 30D | -6.6% | -26.8% | +20.3% | +2.6% |
| 3M | -9.8% | -7.6% | -2.2% | -10.1% |
| 6M | +15.7% | +21.2% | -5.5% | +3.6% |
| YTD | +35.1% | -10.4% | +45.5% | +31.4% |
| 1Y | +47.7% | -24.4% | +72.1% | +48.8% |
| 3Y | +114.5% | +6.0% | +108.5% | +82.2% |
| 5Y | +141.2% | -53.9% | +195.1% | +135.0% |
| 10Y | +611.3% | -6.2% | +617.5% | +358.1% |
| All | +611.3% | -5.3% | +616.6% | +358.1% |
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