+201.8%
AG vs AMBA
+21.7%
+180.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.0% |
| 7D | -10.0% | +2.7% | -12.6% | -10.6% |
| 30D | -10.5% | -2.2% | -8.3% | -10.1% |
| 3M | -27.3% | -26.6% | -0.6% | -21.3% |
| 6M | -43.0% | -26.8% | -16.2% | -40.6% |
| YTD | -17.9% | -15.1% | -2.8% | -19.1% |
| 1Y | +11.9% | -32.3% | +44.2% | +16.1% |
| 3Y | +201.8% | +19.8% | +182.0% | +157.7% |
| All | +201.8% | +21.7% | +180.1% | +157.7% |
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