+293.7%
CAH vs AMBA
-5.3%
+298.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -2.8% |
| 7D | +0.5% | -6.4% | +6.9% | +0.9% |
| 30D | +1.7% | -26.8% | +28.6% | +4.0% |
| 3M | +17.9% | -7.6% | +25.5% | +17.5% |
| 6M | +10.9% | +21.2% | -10.3% | +7.4% |
| YTD | +17.9% | -10.4% | +28.2% | +16.6% |
| 1Y | +61.7% | -24.4% | +86.1% | +61.3% |
| 3Y | +183.7% | +6.0% | +177.7% | +165.4% |
| 5Y | +401.3% | -53.9% | +455.2% | +383.8% |
| 10Y | +293.7% | -6.2% | +299.8% | +202.4% |
| All | +293.7% | -5.3% | +298.9% | +202.4% |
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