+583.8%
DRI vs AMBA
+837.3%
-253.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.4% |
| 7D | +0.6% | -11.0% | +11.5% | +2.1% |
| 30D | +3.8% | -23.2% | +27.0% | +7.4% |
| 3M | +13.0% | -12.7% | +25.7% | +12.9% |
| 6M | +8.3% | +11.2% | -2.9% | +3.5% |
| YTD | +20.6% | -11.2% | +31.8% | +18.4% |
| 1Y | +6.5% | -22.5% | +29.0% | +5.4% |
| 3Y | +53.7% | -1.3% | +55.0% | +40.4% |
| 5Y | +72.7% | -54.2% | +126.8% | +66.4% |
| 10Y | +363.2% | -6.1% | +369.3% | +273.8% |
| All | +583.8% | +837.3% | -253.5% | +308.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling