+323.0%
EXPD vs AMBA
+4.3%
+318.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | 0.0% |
| 7D | -7.4% | -2.6% | -4.8% | -7.1% |
| 30D | -2.1% | -10.5% | +8.4% | -0.9% |
| 3M | +5.7% | -26.4% | +32.1% | +9.3% |
| 6M | +21.4% | -20.9% | +42.3% | +21.8% |
| YTD | +27.6% | -14.8% | +42.4% | +25.8% |
| 1Y | +36.1% | -36.1% | +72.2% | +39.0% |
| 3Y | +69.9% | +20.2% | +49.6% | +51.1% |
| 5Y | +59.7% | -67.2% | +126.9% | +60.9% |
| 10Y | +323.0% | +5.0% | +318.1% | +217.4% |
| All | +323.0% | +4.3% | +318.7% | +217.4% |
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 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