+406.1%
CAH vs AMBA
+0.6%
+405.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.4% |
| 7D | +3.9% | +10.7% | -6.8% | +3.1% |
| 30D | +16.0% | -5.0% | +21.1% | +16.3% |
| 3M | +19.1% | -26.9% | +46.0% | +21.3% |
| 6M | +53.0% | -21.9% | +75.0% | +53.4% |
| YTD | +36.6% | -13.8% | +50.4% | +35.1% |
| 1Y | +37.4% | -36.1% | +73.5% | +39.0% |
| 3Y | +178.8% | +21.6% | +157.2% | +156.2% |
| 5Y | +498.6% | -68.8% | +567.3% | +510.2% |
| All | +406.1% | +0.6% | +405.5% | +279.4% |
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