+89.0%
AG vs AMBA
+4.2%
+84.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.1% | -3.8% | -5.5% |
| 7D | +6.0% | -2.6% | +8.6% | +6.4% |
| 30D | -13.5% | -10.5% | -3.1% | -11.7% |
| 3M | -20.7% | -26.4% | +5.7% | -16.2% |
| 6M | -31.5% | -20.9% | -10.6% | -30.3% |
| YTD | -10.1% | -14.8% | +4.6% | -10.3% |
| 1Y | +26.0% | -36.1% | +62.1% | +31.6% |
| 3Y | +228.9% | +20.2% | +208.7% | +198.2% |
| 5Y | +8.7% | -67.2% | +75.9% | +9.3% |
| All | +89.0% | +4.2% | +84.8% | +57.5% |
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