+579.4%
ADI vs AMBA
-0.9%
+580.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.1% | -5.4% | -1.2% |
| 7D | -12.8% | -7.2% | -5.6% | -10.7% |
| 30D | -11.3% | -10.4% | -1.0% | -8.4% |
| 3M | -3.4% | -30.1% | +26.8% | +7.2% |
| 6M | -12.0% | -22.4% | +10.4% | -9.4% |
| YTD | +35.3% | -17.3% | +52.6% | +34.3% |
| 1Y | +58.1% | -35.4% | +93.5% | +67.7% |
| 3Y | +127.4% | +18.6% | +108.7% | +85.8% |
| 5Y | +114.6% | -69.8% | +184.4% | +138.5% |
| All | +579.4% | -0.9% | +580.2% | +324.1% |
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