-81.8%
CHTR vs AMBA
-53.5%
-28.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.1% | -4.2% |
| 7D | -0.3% | -6.4% | +6.1% | +0.3% |
| 30D | -4.5% | -26.8% | +22.4% | -1.8% |
| 3M | +10.2% | -7.6% | +17.9% | +9.7% |
| 6M | -37.2% | +21.2% | -58.4% | -40.3% |
| YTD | -30.2% | -10.4% | -19.8% | -31.3% |
| 1Y | -44.8% | -24.4% | -20.4% | -44.9% |
| 3Y | -65.5% | +6.0% | -71.5% | -68.7% |
| 5Y | -81.8% | -53.9% | -27.9% | -83.4% |
| All | -81.8% | -53.5% | -28.3% | -83.4% |
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 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