+76.4%
CHTR vs AMBA
+799.6%
-723.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.1% | +12.7% | +10.8% |
| 7D | +17.8% | -2.6% | +20.5% | +17.9% |
| 30D | +29.7% | -10.5% | +40.2% | +30.7% |
| 3M | -12.5% | -26.4% | +13.9% | -10.4% |
| 6M | -13.4% | -20.9% | +7.5% | -13.5% |
| YTD | -35.8% | -14.8% | -21.0% | -36.9% |
| 1Y | -36.3% | -36.1% | -0.2% | -35.5% |
| 3Y | -67.3% | +20.2% | -87.5% | -70.4% |
| 5Y | -80.9% | -67.2% | -13.6% | -81.0% |
| 10Y | -50.5% | +5.0% | -55.5% | -59.2% |
| All | +76.4% | +799.6% | -723.1% | +15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling