+11.8%
AMBA vs BUD
+51.6%
-39.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.8% | -11.3% | -9.5% |
| 7D | -14.6% | +7.1% | -21.7% | -15.0% |
| 30D | -18.8% | +12.7% | -31.5% | -19.8% |
| 3M | -32.6% | 0.0% | -32.6% | -32.4% |
| 6M | -25.8% | +7.6% | -33.4% | -26.7% |
| YTD | -22.1% | +35.0% | -57.1% | -26.8% |
| 1Y | -36.2% | +37.6% | -73.8% | -40.3% |
| All | +11.8% | +51.6% | -39.8% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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