+200.4%
B vs AMBA
-1.0%
+201.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | -1.6% | -11.0% | +9.4% | -0.2% |
| 30D | +9.4% | -23.2% | +32.6% | +13.1% |
| 3M | +5.0% | -12.7% | +17.7% | +5.4% |
| 6M | -3.5% | +11.2% | -14.8% | -7.2% |
| YTD | +4.5% | -11.2% | +15.7% | +3.0% |
| 1Y | +67.8% | -22.5% | +90.3% | +67.3% |
| All | +200.4% | -1.0% | +201.4% | +182.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling