+1,175.0%
ADI vs AMBA
+722.2%
+452.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -9.4% | -1.7% | -8.7% |
| 7D | -16.7% | -14.6% | -2.1% | -13.0% |
| 30D | -14.2% | -18.8% | +4.6% | -9.4% |
| 3M | -4.1% | -32.6% | +28.5% | +5.7% |
| 6M | -10.3% | -25.8% | +15.5% | -6.7% |
| YTD | +34.3% | -22.1% | +56.4% | +36.2% |
| 1Y | +54.9% | -36.2% | +91.1% | +63.8% |
| 3Y | +125.3% | +10.0% | +115.3% | +97.3% |
| 5Y | +113.1% | -71.6% | +184.6% | +137.5% |
| 10Y | +584.5% | -4.7% | +589.2% | +429.1% |
| All | +1,175.0% | +722.2% | +452.8% | +598.0% |
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