+209.2%
AON vs AMBA
-5.3%
+214.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.3% |
| 7D | -3.2% | -6.4% | +3.2% | -2.8% |
| 30D | -11.9% | -26.8% | +15.0% | -9.9% |
| 3M | -2.9% | -7.6% | +4.8% | -3.3% |
| 6M | -6.8% | +21.2% | -28.0% | -10.2% |
| YTD | -10.1% | -10.4% | +0.3% | -11.3% |
| 1Y | -14.2% | -24.4% | +10.2% | -14.7% |
| 3Y | -3.3% | +6.0% | -9.3% | -10.3% |
| 5Y | +13.6% | -53.9% | +67.5% | +9.8% |
| 10Y | +209.2% | -6.2% | +215.3% | +154.6% |
| All | +209.2% | -5.3% | +214.4% | +154.6% |
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