+229.9%
AFRM vs AMBA
-1.0%
+230.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.9% | -2.3% |
| 7D | -7.0% | -11.0% | +4.0% | -2.5% |
| 30D | -7.8% | -23.2% | +15.4% | +2.3% |
| 3M | +5.3% | -12.7% | +18.0% | +4.9% |
| 6M | +42.6% | +11.2% | +31.4% | +20.1% |
| YTD | -2.8% | -11.2% | +8.4% | -9.7% |
| 1Y | -19.3% | -22.5% | +3.2% | -22.4% |
| All | +229.9% | -1.0% | +230.9% | +162.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling