+363.8%
ALL vs AMBA
+12.8%
+351.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.3% | -5.7% | -0.7% |
| 7D | -3.9% | 0.0% | -3.8% | -3.9% |
| 30D | +10.6% | -8.6% | +19.2% | +11.1% |
| 3M | -4.6% | -29.0% | +24.4% | -2.8% |
| 6M | +20.2% | -19.2% | +39.4% | +19.9% |
| YTD | +23.7% | -13.0% | +36.7% | +22.1% |
| 1Y | +27.9% | -31.3% | +59.1% | +28.3% |
| 3Y | +109.2% | +28.1% | +81.0% | +91.2% |
| 5Y | +148.0% | -69.4% | +217.4% | +153.1% |
| 10Y | +363.8% | +7.6% | +356.1% | +250.9% |
| All | +363.8% | +12.8% | +351.0% | +250.9% |
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