+319.5%
DRI vs AMBA
-0.9%
+320.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.6% |
| 7D | +1.1% | +2.7% | -1.6% | +0.6% |
| 30D | +9.7% | -2.2% | +11.9% | +9.7% |
| 3M | +3.2% | -26.6% | +29.8% | +7.4% |
| 6M | +20.6% | -26.8% | +47.3% | +22.0% |
| YTD | +28.3% | -15.1% | +43.4% | +25.1% |
| 1Y | +34.5% | -32.3% | +66.8% | +35.8% |
| 3Y | +66.5% | +19.8% | +46.7% | +40.8% |
| 5Y | +79.6% | -69.2% | +148.9% | +85.5% |
| All | +319.5% | -0.9% | +320.4% | +188.0% |
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 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