+3,459.3%
FIX vs AMBA
-6.6%
+3,465.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -9.4% | -2.1% | -9.1% |
| 7D | -27.2% | -14.6% | -12.7% | -24.0% |
| 30D | -46.9% | -18.8% | -28.1% | -43.9% |
| 3M | -44.4% | -32.6% | -11.8% | -38.7% |
| 6M | -50.9% | -25.8% | -25.1% | -48.6% |
| YTD | +3.5% | -22.1% | +25.7% | +6.0% |
| 1Y | -2.1% | -36.2% | +34.1% | +4.7% |
| 3Y | +418.7% | +10.0% | +408.8% | +368.0% |
| 5Y | +894.6% | -71.6% | +966.1% | +1,008.4% |
| All | +3,459.3% | -6.6% | +3,465.9% | +2,460.5% |
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