+11.8%
AMBA vs VO
+60.4%
-48.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.5% | -5.9% | -1.7% |
| 7D | -14.6% | -3.3% | -11.2% | -7.6% |
| 30D | -18.8% | -1.8% | -17.0% | -15.0% |
| 3M | -32.6% | -3.4% | -29.2% | -27.1% |
| 6M | -25.8% | +3.0% | -28.8% | -29.8% |
| YTD | -22.1% | +10.7% | -32.8% | -36.4% |
| 1Y | -36.2% | +11.8% | -48.0% | -49.1% |
| All | +11.8% | +60.4% | -48.6% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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