+390.1%
AEM vs AMBA
+4.3%
+385.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.1% | -3.1% | -5.0% |
| 7D | +13.9% | -2.6% | +16.5% | +14.0% |
| 30D | +0.8% | -10.5% | +11.2% | +1.4% |
| 3M | +5.8% | -26.4% | +32.2% | +7.6% |
| 6M | -1.0% | -20.9% | +19.9% | -0.5% |
| YTD | +13.1% | -14.8% | +27.9% | +12.7% |
| 1Y | +14.4% | -36.1% | +50.5% | +15.7% |
| 3Y | +325.7% | +20.2% | +305.5% | +311.3% |
| 5Y | +273.7% | -67.2% | +341.0% | +264.5% |
| 10Y | +390.1% | +5.0% | +385.1% | +355.8% |
| All | +390.1% | +4.3% | +385.8% | +355.8% |
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