+386.0%
FLEX vs AMBA
-72.1%
+458.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -9.4% | -4.2% | -10.4% |
| 7D | -28.3% | -14.6% | -13.7% | -24.1% |
| 30D | -45.0% | -18.8% | -26.2% | -40.8% |
| 3M | -45.2% | -32.6% | -12.7% | -37.7% |
| 6M | -30.8% | -25.8% | -5.0% | -26.3% |
| YTD | +10.4% | -22.1% | +32.6% | +14.3% |
| 1Y | +2.3% | -36.2% | +38.5% | +11.7% |
| 3Y | +238.9% | +10.0% | +228.9% | +193.5% |
| 5Y | +386.0% | -71.6% | +457.6% | +406.8% |
| All | +386.0% | -72.1% | +458.1% | +406.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling