+637.7%
AU vs AMBA
+3.8%
+633.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.6% | -2.2% |
| 7D | -3.6% | -11.0% | +7.3% | -2.3% |
| 30D | +23.9% | -23.2% | +47.0% | +27.7% |
| 3M | +19.1% | -12.7% | +31.8% | +19.3% |
| 6M | -0.2% | +11.2% | -11.4% | -3.7% |
| YTD | +32.5% | -11.2% | +43.7% | +30.6% |
| 1Y | +96.9% | -22.5% | +119.5% | +96.2% |
| All | +637.7% | +3.8% | +633.9% | +522.1% |
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