-36.1%
AMBA vs CASY
+31.3%
-67.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.0% |
| 7D | -2.7% | +5.0% | -7.6% | -2.0% |
| 30D | -10.5% | +8.2% | -18.7% | -9.6% |
| 3M | -26.4% | -18.2% | -8.3% | -26.8% |
| 6M | -20.9% | -18.6% | -2.3% | -19.0% |
| YTD | -14.8% | +26.8% | -41.6% | -11.9% |
| 1Y | -36.1% | +31.6% | -67.7% | -34.0% |
| All | -36.1% | +31.3% | -67.4% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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