+9.7%
AVTR vs AMBA
+32.4%
-22.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.3% | -2.4% | +1.7% |
| 7D | +1.9% | 0.0% | +2.0% | +1.8% |
| 30D | +1.5% | -8.6% | +10.1% | +3.3% |
| 3M | +17.1% | -29.0% | +46.0% | +24.8% |
| 6M | +91.5% | -19.2% | +110.7% | +91.1% |
| YTD | +38.8% | -13.0% | +51.8% | +34.5% |
| 1Y | +37.7% | -31.3% | +69.0% | +39.9% |
| 3Y | -13.5% | +28.1% | -41.6% | -29.1% |
| 5Y | -59.3% | -69.4% | +10.1% | -56.9% |
| All | +9.7% | +32.4% | -22.7% | -34.1% |
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