+302.9%
AZO vs AMBA
+2.6%
+300.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +8.4% | -9.8% | -1.9% |
| 7D | -0.8% | +2.5% | -3.3% | -1.0% |
| 30D | -5.1% | -16.1% | +11.0% | -4.1% |
| 3M | -7.2% | +4.6% | -11.9% | -8.3% |
| 6M | -20.7% | +29.2% | -49.9% | -23.4% |
| YTD | -14.2% | -2.9% | -11.3% | -15.5% |
| 1Y | -32.2% | -18.7% | -13.4% | -32.8% |
| 3Y | +11.1% | +14.9% | -3.7% | +3.7% |
| 5Y | +87.6% | -53.0% | +140.6% | +84.2% |
| 10Y | +302.9% | +8.3% | +294.6% | +234.0% |
| All | +302.9% | +2.6% | +300.3% | +234.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling