+7.2%
AVTR vs AMBA
+29.2%
-22.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.2% |
| 7D | +0.5% | +2.7% | -2.2% | -0.1% |
| 30D | -1.0% | -2.2% | +1.2% | -0.7% |
| 3M | +12.2% | -26.6% | +38.8% | +18.8% |
| 6M | +97.5% | -26.8% | +124.2% | +101.8% |
| YTD | +35.6% | -15.1% | +50.7% | +32.1% |
| 1Y | +32.8% | -32.3% | +65.1% | +35.5% |
| 3Y | -16.5% | +19.8% | -36.3% | -30.5% |
| 5Y | -59.1% | -69.2% | +10.1% | -56.8% |
| All | +7.2% | +29.2% | -22.0% | -35.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling