+636.2%
ADI vs AMBA
+4.3%
+631.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | +0.3% |
| 7D | -6.3% | -2.6% | -3.7% | -5.4% |
| 30D | -3.2% | -10.5% | +7.3% | +0.3% |
| 3M | +2.8% | -26.4% | +29.2% | +12.2% |
| 6M | -5.0% | -20.9% | +15.9% | -2.7% |
| YTD | +46.3% | -14.8% | +61.1% | +44.0% |
| 1Y | +71.6% | -36.1% | +107.7% | +83.0% |
| 3Y | +139.2% | +20.2% | +118.9% | +94.8% |
| 5Y | +136.4% | -67.2% | +203.6% | +156.7% |
| 10Y | +636.2% | +5.0% | +631.3% | +355.3% |
| All | +636.2% | +4.3% | +631.9% | +355.3% |
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