+6.4%
DLR vs AMBA
-32.7%
+39.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | -0.5% |
| 7D | -3.6% | -7.2% | +3.6% | -3.3% |
| 30D | -3.5% | -10.4% | +6.9% | -3.1% |
| 3M | -8.9% | -30.1% | +21.2% | -8.3% |
| 6M | -11.6% | -22.4% | +10.9% | -11.1% |
| YTD | +14.9% | -17.3% | +32.3% | +12.7% |
| 1Y | +6.4% | -35.4% | +41.8% | +5.4% |
| All | +6.4% | -32.7% | +39.1% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling