+958.6%
ATI vs AMBA
-69.1%
+1,027.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.7% |
| 7D | +1.3% | -2.6% | +4.0% | +1.9% |
| 30D | -4.8% | -10.5% | +5.7% | -2.5% |
| 3M | -19.9% | -26.4% | +6.5% | -14.9% |
| 6M | +15.4% | -20.9% | +36.3% | +16.9% |
| YTD | +59.2% | -14.8% | +74.0% | +56.7% |
| 1Y | +86.3% | -36.1% | +122.3% | +94.3% |
| 3Y | +318.2% | +20.2% | +298.0% | +258.2% |
| 5Y | +958.6% | -67.2% | +1,025.9% | +865.8% |
| All | +958.6% | -69.1% | +1,027.8% | +865.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling