-64.4%
AVTR vs AMBA
-54.5%
-9.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -1.3% |
| 7D | +2.7% | -11.0% | +13.6% | +4.8% |
| 30D | +12.1% | -23.2% | +35.2% | +17.3% |
| 3M | +57.2% | -12.7% | +70.0% | +57.3% |
| 6M | +73.1% | +11.2% | +61.9% | +62.2% |
| YTD | +30.6% | -11.2% | +41.9% | +27.3% |
| 1Y | +13.5% | -22.5% | +36.0% | +12.4% |
| 3Y | -31.0% | -1.3% | -29.7% | -38.4% |
| All | -64.4% | -54.5% | -9.8% | -67.6% |
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