+35.9%
DRI vs AMBA
-34.6%
+70.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.5% |
| 7D | +4.2% | -2.6% | +6.9% | +4.2% |
| 30D | +15.7% | -10.5% | +26.2% | +15.5% |
| 3M | +5.8% | -26.4% | +32.2% | +5.7% |
| 6M | +18.4% | -20.9% | +39.3% | +18.1% |
| YTD | +28.2% | -14.8% | +43.0% | +26.4% |
| 1Y | +35.9% | -36.1% | +72.0% | +36.3% |
| All | +35.9% | -34.6% | +70.5% | +36.3% |
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