+93.6%
AMT vs AMBA
-7.1%
+100.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | -0.2% | -11.0% | +10.7% | +0.5% |
| 30D | +4.6% | -23.2% | +27.8% | +6.4% |
| 3M | -8.4% | -12.7% | +4.3% | -8.5% |
| 6M | -6.0% | +11.2% | -17.2% | -8.5% |
| YTD | +2.1% | -11.2% | +13.3% | +1.0% |
| 1Y | -6.4% | -22.5% | +16.2% | -6.9% |
| 3Y | +8.1% | -1.3% | +9.4% | +1.8% |
| 5Y | -31.9% | -54.2% | +22.2% | -33.9% |
| All | +93.6% | -7.1% | +100.7% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling