-13.5%
AVTR vs AMBA
+23.3%
-36.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.3% | -2.4% | +2.0% |
| 7D | +1.9% | 0.0% | +2.0% | +1.9% |
| 30D | +1.5% | -8.6% | +10.1% | +2.8% |
| 3M | +17.1% | -29.0% | +46.0% | +22.8% |
| 6M | +91.5% | -19.2% | +110.7% | +90.9% |
| YTD | +38.8% | -13.0% | +51.8% | +34.7% |
| 1Y | +37.7% | -31.3% | +69.0% | +39.4% |
| 3Y | -13.5% | +28.1% | -41.6% | -26.4% |
| All | -13.5% | +23.3% | -36.8% | -26.4% |
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