+810.4%
AMBA vs VO
+387.4%
+423.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.5% | -5.9% | -3.7% |
| 7D | -14.6% | -3.3% | -11.2% | -9.5% |
| 30D | -18.8% | -1.8% | -17.0% | -16.0% |
| 3M | -32.6% | -3.4% | -29.2% | -28.5% |
| 6M | -25.8% | +3.0% | -28.8% | -28.4% |
| YTD | -22.1% | +10.7% | -32.8% | -32.3% |
| 1Y | -36.2% | +11.8% | -48.0% | -45.5% |
| 3Y | +10.0% | +60.4% | -50.4% | -42.5% |
| 5Y | -71.6% | +33.6% | -105.2% | -78.5% |
| 10Y | -4.7% | +202.0% | -206.7% | -75.6% |
| All | +810.4% | +387.4% | +423.0% | +1.3% |
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