+375.9%
AEM vs AMBA
+12.8%
+363.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.3% | -0.5% | +4.5% |
| 7D | +17.8% | 0.0% | +17.9% | +17.8% |
| 30D | +6.2% | -8.6% | +14.8% | +6.8% |
| 3M | +12.5% | -29.0% | +41.5% | +14.7% |
| 6M | +4.4% | -19.2% | +23.6% | +4.8% |
| YTD | +19.2% | -13.0% | +32.2% | +18.7% |
| 1Y | +25.5% | -31.3% | +56.8% | +26.3% |
| 3Y | +346.4% | +28.1% | +318.3% | +329.9% |
| 5Y | +305.7% | -69.4% | +375.1% | +296.1% |
| 10Y | +375.9% | +7.6% | +368.3% | +341.8% |
| All | +375.9% | +12.8% | +363.1% | +341.8% |
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