+1,098.9%
ATI vs AMBA
-54.5%
+1,153.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.2% |
| 7D | -0.1% | -11.0% | +10.9% | +2.4% |
| 30D | +2.7% | -23.2% | +25.9% | +8.5% |
| 3M | +16.3% | -12.7% | +29.0% | +17.2% |
| 6M | +30.2% | +11.2% | +19.0% | +22.4% |
| YTD | +83.6% | -11.2% | +94.8% | +79.8% |
| 1Y | +173.0% | -22.5% | +195.5% | +171.9% |
| 3Y | +356.6% | -1.3% | +358.0% | +306.7% |
| All | +1,098.9% | -54.5% | +1,153.4% | +949.6% |
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 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