+901.1%
ATI vs AMBA
-70.4%
+971.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.1% | -1.7% | +3.1% |
| 7D | +6.2% | -7.2% | +13.4% | +7.9% |
| 30D | -7.1% | -10.4% | +3.3% | -5.0% |
| 3M | -21.3% | -30.1% | +8.8% | -15.5% |
| 6M | +6.5% | -22.4% | +28.9% | +8.3% |
| YTD | +53.2% | -17.3% | +70.5% | +51.7% |
| 1Y | +82.7% | -35.4% | +118.1% | +89.9% |
| 3Y | +314.3% | +18.6% | +295.7% | +256.0% |
| All | +901.1% | -70.4% | +971.5% | +829.7% |
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 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