+421.5%
CAH vs AMBA
+12.8%
+408.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.3% | -4.3% | +0.6% |
| 7D | +7.8% | 0.0% | +7.9% | +7.8% |
| 30D | +15.5% | -8.6% | +24.0% | +16.0% |
| 3M | +16.3% | -29.0% | +45.3% | +18.7% |
| 6M | +50.0% | -19.2% | +69.2% | +50.0% |
| YTD | +34.7% | -13.0% | +47.7% | +33.2% |
| 1Y | +35.9% | -31.3% | +67.2% | +36.7% |
| 3Y | +178.5% | +28.1% | +150.3% | +154.5% |
| 5Y | +515.7% | -69.4% | +585.1% | +529.4% |
| 10Y | +421.5% | +7.6% | +413.9% | +291.2% |
| All | +421.5% | +12.8% | +408.7% | +291.2% |
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