+12.4%
AMT vs AMBA
+16.7%
-4.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.1% | -8.8% | -2.5% |
| 7D | +0.5% | -7.2% | +7.8% | +0.4% |
| 30D | +13.6% | -10.4% | +24.0% | +13.3% |
| 3M | +11.5% | -30.1% | +41.6% | +10.3% |
| 6M | +6.9% | -22.4% | +29.4% | +7.0% |
| YTD | +10.8% | -17.3% | +28.2% | +10.9% |
| 1Y | +10.3% | -35.4% | +45.7% | +10.0% |
| 3Y | +12.4% | +18.6% | -6.2% | +5.8% |
| All | +12.4% | +16.7% | -4.3% | +5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling