+24.6%
AR vs AMBA
+16.7%
+7.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.1% | -7.0% | -1.5% |
| 7D | -14.3% | -7.2% | -7.0% | -13.6% |
| 30D | +1.4% | -10.4% | +11.8% | +2.5% |
| 3M | +3.4% | -30.1% | +33.5% | +7.1% |
| 6M | -2.1% | -22.4% | +20.4% | -2.0% |
| YTD | +4.7% | -17.3% | +22.1% | +2.4% |
| 1Y | +10.6% | -35.4% | +46.0% | +12.9% |
| 3Y | +24.6% | +18.6% | +6.0% | +1.2% |
| All | +24.6% | +16.7% | +7.9% | +1.2% |
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