+21.9%
AHR vs AMBA
-33.2%
+55.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.3% | -3.5% | +2.0% |
| 7D | +9.6% | 0.0% | +9.7% | +9.6% |
| 30D | +16.1% | -8.6% | +24.6% | +15.6% |
| 3M | +4.4% | -29.0% | +33.4% | +3.1% |
| 6M | +15.1% | -19.2% | +34.3% | +15.2% |
| YTD | +27.2% | -13.0% | +40.2% | +26.7% |
| All | +21.9% | -33.2% | +55.2% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling