+31.6%
DRI vs AMBA
-32.7%
+64.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.1% | -7.1% | -0.9% |
| 7D | +2.8% | -7.2% | +10.0% | +2.7% |
| 30D | +13.3% | -10.4% | +23.6% | +13.0% |
| 3M | +8.2% | -30.1% | +38.3% | +7.9% |
| 6M | +17.5% | -22.4% | +40.0% | +17.1% |
| YTD | +26.9% | -17.3% | +44.3% | +25.1% |
| 1Y | +31.6% | -35.4% | +67.0% | +30.7% |
| All | +31.6% | -32.7% | +64.3% | +30.7% |
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