+147.6%
EXPE vs AMBA
+10.0%
+137.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -9.4% | -4.3% | -12.2% |
| 7D | -3.6% | -14.6% | +10.9% | -1.1% |
| 30D | +4.8% | -18.8% | +23.6% | +8.1% |
| 3M | -14.6% | -32.6% | +18.0% | -9.5% |
| 6M | +10.0% | -25.8% | +35.8% | +10.4% |
| YTD | -3.3% | -22.1% | +18.9% | -5.3% |
| 1Y | +28.4% | -36.2% | +64.6% | +31.2% |
| All | +147.6% | +10.0% | +137.6% | +91.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling