+3.2%
AVTR vs AMBA
+35.1%
-31.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -1.3% |
| 7D | +2.7% | -11.0% | +13.6% | +5.1% |
| 30D | +12.1% | -23.2% | +35.2% | +18.2% |
| 3M | +57.2% | -12.7% | +70.0% | +57.2% |
| 6M | +73.1% | +11.2% | +61.9% | +60.8% |
| YTD | +30.6% | -11.2% | +41.9% | +26.8% |
| 1Y | +13.5% | -22.5% | +36.0% | +12.2% |
| 3Y | -31.0% | -1.3% | -29.7% | -39.4% |
| 5Y | -63.2% | -54.2% | -9.1% | -65.3% |
| All | +3.2% | +35.1% | -31.9% | -37.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling