+105.9%
C vs AMBA
-70.4%
+176.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.1% | -5.6% | -0.6% |
| 7D | -2.4% | -7.2% | +4.8% | -1.2% |
| 30D | -6.0% | -10.4% | +4.4% | -4.4% |
| 3M | -10.5% | -30.1% | +19.6% | -5.3% |
| 6M | -5.7% | -22.4% | +16.7% | -4.9% |
| YTD | +4.1% | -17.3% | +21.5% | +2.8% |
| 1Y | +20.5% | -35.4% | +55.9% | +23.9% |
| 3Y | +208.1% | +18.6% | +189.5% | +167.6% |
| All | +105.9% | -70.4% | +176.4% | +91.3% |
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