+488.5%
FIX vs AMBA
+21.5%
+467.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -1.7% | -13.3% | -14.5% |
| 7D | -18.9% | -8.1% | -10.8% | -16.5% |
| 30D | -36.3% | -10.8% | -25.5% | -33.9% |
| 3M | -38.5% | -25.9% | -12.6% | -32.6% |
| 6M | -42.3% | -13.9% | -28.4% | -42.3% |
| YTD | +17.1% | -14.0% | +31.1% | +14.8% |
| 1Y | +14.4% | -25.7% | +40.1% | +16.7% |
| All | +488.5% | +21.5% | +467.1% | +366.1% |
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