+60.3%
CLBK vs AMBA
+17.0%
+43.3%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.3% |
| 7D | +0.9% | +2.7% | -1.8% | +0.5% |
| 30D | +3.4% | -2.2% | +5.6% | +3.5% |
| 3M | -4.3% | -26.6% | +22.4% | -0.8% |
| 6M | +28.4% | -26.8% | +55.1% | +30.2% |
| YTD | +59.4% | -15.1% | +74.5% | +57.1% |
| 1Y | +64.8% | -32.3% | +97.1% | +67.1% |
| 3Y | +50.6% | +19.8% | +30.8% | +35.1% |
| 5Y | +28.3% | -69.2% | +97.5% | +31.7% |
| All | +60.3% | +17.0% | +43.3% | +11.5% |
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