+210.2%
AEE vs AMBA
+12.8%
+197.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.3% | -4.2% | +0.9% |
| 7D | +2.3% | 0.0% | +2.4% | +2.3% |
| 30D | +11.6% | -8.6% | +20.2% | +11.8% |
| 3M | +5.5% | -29.0% | +34.5% | +6.6% |
| 6M | +6.0% | -19.2% | +25.2% | +6.0% |
| YTD | +16.6% | -13.0% | +29.6% | +15.9% |
| 1Y | +12.1% | -31.3% | +43.3% | +12.4% |
| 3Y | +64.2% | +28.1% | +36.1% | +56.4% |
| 5Y | +59.1% | -69.4% | +128.6% | +59.9% |
| 10Y | +210.2% | +7.6% | +202.6% | +167.8% |
| All | +210.2% | +12.8% | +197.4% | +167.8% |
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