+28.0%
AHR vs AMBA
-17.3%
+45.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.4% | -9.9% | -1.3% |
| 7D | -4.3% | +2.5% | -6.8% | -4.2% |
| 30D | -3.1% | -16.1% | +13.1% | -3.5% |
| 3M | +15.7% | +4.6% | +11.0% | +15.8% |
| 6M | +4.1% | +29.2% | -25.1% | +4.0% |
| YTD | +15.4% | -2.9% | +18.3% | +15.3% |
| 1Y | +28.0% | -18.7% | +46.7% | +25.4% |
| All | +28.0% | -17.3% | +45.3% | +25.4% |
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