+18.6%
AMBA vs BUD
+49.3%
-30.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.5% | +7.6% | +6.2% |
| 7D | -7.2% | +4.5% | -11.7% | -7.6% |
| 30D | -10.4% | +12.5% | -22.9% | -11.5% |
| 3M | -30.1% | 0.0% | -30.1% | -30.0% |
| 6M | -22.4% | +3.8% | -26.2% | -22.9% |
| YTD | -17.3% | +33.1% | -50.4% | -22.2% |
| 1Y | -35.4% | +35.5% | -70.9% | -39.4% |
| 3Y | +18.6% | +49.4% | -30.8% | -0.6% |
| All | +18.6% | +49.3% | -30.7% | -0.6% |
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