-59.2%
AVTR vs AMBA
-66.8%
+7.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | +0.4% |
| 7D | +0.5% | +2.6% | -2.1% | 0.0% |
| 30D | +1.5% | -3.6% | +5.1% | +2.1% |
| 3M | +14.2% | -24.6% | +38.8% | +19.4% |
| 6M | +97.4% | -21.6% | +119.0% | +98.5% |
| YTD | +37.3% | -11.8% | +49.0% | +33.2% |
| 1Y | +36.8% | -33.2% | +70.0% | +39.7% |
| 3Y | -15.2% | +24.5% | -39.7% | -28.2% |
| 5Y | -59.2% | -67.7% | +8.5% | -60.0% |
| All | -59.2% | -66.8% | +7.6% | -60.0% |
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