-61.1%
AVTR vs AMBA
-72.1%
+11.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.4% | +6.2% | -1.6% |
| 7D | -9.2% | -14.6% | +5.3% | -6.7% |
| 30D | -1.9% | -18.8% | +16.9% | +1.6% |
| 3M | +13.3% | -32.6% | +45.9% | +20.8% |
| 6M | +88.1% | -25.8% | +113.9% | +90.6% |
| YTD | +32.1% | -22.1% | +54.2% | +31.1% |
| 1Y | +30.7% | -36.2% | +67.0% | +34.2% |
| 3Y | -17.6% | +10.0% | -27.6% | -28.7% |
| All | -61.1% | -72.1% | +11.0% | -61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling