+274.8%
CG vs AMBA
-0.9%
+275.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.6% | +1.5% |
| 7D | +0.2% | +2.7% | -2.5% | -0.5% |
| 30D | +11.2% | -2.2% | +13.4% | +11.5% |
| 3M | -22.1% | -26.6% | +4.6% | -16.0% |
| 6M | -17.9% | -26.8% | +8.8% | -15.7% |
| YTD | -31.3% | -15.1% | -16.2% | -33.3% |
| 1Y | -24.0% | -32.3% | +8.3% | -21.8% |
| 3Y | +45.0% | +19.8% | +25.2% | +18.5% |
| 5Y | -22.6% | -69.2% | +46.6% | -16.9% |
| All | +274.8% | -0.9% | +275.8% | +156.2% |
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