+351.8%
AHR vs AMBA
+18.0%
+333.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.3% |
| 7D | -3.4% | -6.4% | +3.0% | -3.2% |
| 30D | -3.8% | -26.8% | +23.1% | -2.7% |
| 3M | +20.1% | -7.6% | +27.7% | +19.6% |
| 6M | +7.1% | +21.2% | -14.1% | +4.0% |
| YTD | +17.2% | -10.4% | +27.6% | +16.0% |
| 1Y | +30.4% | -24.4% | +54.8% | +29.7% |
| All | +351.8% | +18.0% | +333.8% | +304.8% |
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