+7.7%
AVTR vs AMBA
+31.2%
-23.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.2% |
| 7D | +3.2% | +10.7% | -7.5% | +1.0% |
| 30D | +0.5% | -5.0% | +5.5% | +1.4% |
| 3M | +12.1% | -26.9% | +39.0% | +18.8% |
| 6M | +91.2% | -21.9% | +113.1% | +92.4% |
| YTD | +36.3% | -13.8% | +50.1% | +32.3% |
| 1Y | +35.2% | -36.1% | +71.3% | +39.8% |
| 3Y | -15.8% | +21.6% | -37.5% | -30.1% |
| 5Y | -58.9% | -68.8% | +9.8% | -56.7% |
| All | +7.7% | +31.2% | -23.5% | -35.1% |
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 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