+640.4%
FLEX vs AMBA
+12.8%
+627.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.3% | +6.7% | +10.2% |
| 7D | -7.2% | 0.0% | -7.1% | -6.7% |
| 30D | -34.8% | -8.6% | -26.2% | -32.3% |
| 3M | -35.6% | -29.0% | -6.6% | -27.6% |
| 6M | -45.0% | -19.2% | -25.8% | -43.0% |
| YTD | +29.4% | -13.0% | +42.4% | +29.2% |
| 1Y | +24.8% | -31.3% | +56.1% | +33.8% |
| 3Y | +304.4% | +28.1% | +276.3% | +228.3% |
| 5Y | +484.1% | -69.4% | +553.5% | +574.2% |
| 10Y | +640.4% | +7.6% | +632.8% | +351.0% |
| All | +640.4% | +12.8% | +627.6% | +351.0% |
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 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