+937.8%
AMBA vs VO
+402.7%
+535.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.4% |
| 7D | -11.0% | -0.3% | -10.7% | -10.7% |
| 30D | -23.2% | -0.3% | -22.8% | -22.8% |
| 3M | -12.7% | +2.9% | -15.7% | -16.1% |
| 6M | +11.2% | +9.3% | +1.9% | -2.6% |
| YTD | -11.2% | +14.2% | -25.4% | -26.9% |
| 1Y | -22.5% | +15.3% | -37.8% | -36.7% |
| 3Y | -1.3% | +56.2% | -57.6% | -46.6% |
| 5Y | -54.2% | +42.4% | -96.6% | -68.5% |
| 10Y | -6.1% | +194.7% | -200.9% | -75.1% |
| All | +937.8% | +402.7% | +535.1% | +9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling