+1,179.4%
ADI vs AMBA
+837.3%
+342.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.8% |
| 7D | +0.4% | -11.0% | +11.4% | +3.4% |
| 30D | -3.8% | -23.2% | +19.4% | +2.8% |
| 3M | -15.3% | -12.7% | -2.5% | -14.2% |
| 6M | +6.7% | +11.2% | -4.5% | -0.1% |
| YTD | +34.8% | -11.2% | +46.0% | +32.5% |
| 1Y | +49.0% | -22.5% | +71.6% | +49.5% |
| 3Y | +108.1% | -1.3% | +109.4% | +87.2% |
| 5Y | +142.4% | -54.2% | +196.6% | +141.4% |
| 10Y | +589.9% | -6.1% | +596.0% | +427.1% |
| All | +1,179.4% | +837.3% | +342.1% | +579.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling