+413.1%
CAH vs AMBA
-54.5%
+467.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.6% |
| 7D | +5.4% | -11.0% | +16.3% | +5.7% |
| 30D | +3.3% | -23.2% | +26.5% | +4.0% |
| 3M | +22.8% | -12.7% | +35.5% | +22.8% |
| 6M | +11.3% | +11.2% | +0.1% | +10.1% |
| YTD | +21.1% | -11.2% | +32.4% | +20.7% |
| 1Y | +67.2% | -22.5% | +89.8% | +67.0% |
| 3Y | +195.6% | -1.3% | +196.9% | +186.1% |
| All | +413.1% | -54.5% | +467.6% | +381.1% |
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