+295.1%
CG vs AMBA
+7.9%
+287.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -4.9% | -2.4% |
| 7D | -3.8% | +2.6% | -6.4% | -4.5% |
| 30D | +7.5% | -3.6% | +11.1% | +8.2% |
| 3M | -14.4% | -24.6% | +10.2% | -8.4% |
| 6M | -15.7% | -21.6% | +6.0% | -15.1% |
| YTD | -29.0% | -11.8% | -17.2% | -31.8% |
| 1Y | -22.1% | -33.2% | +11.1% | -19.5% |
| 3Y | +49.1% | +24.5% | +24.7% | +20.6% |
| 5Y | -18.4% | -67.7% | +49.3% | -13.5% |
| 10Y | +295.1% | +4.7% | +290.4% | +167.7% |
| All | +295.1% | +7.9% | +287.2% | +167.7% |
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