+232.6%
AON vs AMBA
+7.9%
+224.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.5% | -0.2% |
| 7D | -2.4% | +2.6% | -4.9% | -2.6% |
| 30D | +22.8% | -3.6% | +26.4% | +22.9% |
| 3M | -5.3% | -24.6% | +19.3% | -3.7% |
| 6M | +8.4% | -21.6% | +30.0% | +8.4% |
| YTD | -3.9% | -11.8% | +7.9% | -5.4% |
| 1Y | -3.1% | -33.2% | +30.1% | -2.4% |
| 3Y | +3.0% | +24.5% | -21.5% | -6.5% |
| 5Y | +16.7% | -67.7% | +84.3% | +17.4% |
| 10Y | +232.6% | +4.7% | +227.9% | +164.7% |
| All | +232.6% | +7.9% | +224.8% | +164.7% |
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