-44.7%
FRSH vs AMBA
+5.1%
-49.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.9% | -5.1% |
| 7D | -10.1% | -6.4% | -3.7% | -9.1% |
| 30D | +2.2% | -26.8% | +29.0% | +7.5% |
| 3M | +28.6% | -7.6% | +36.2% | +26.7% |
| 6M | +40.2% | +21.2% | +19.0% | +24.7% |
| YTD | -1.2% | -10.4% | +9.2% | -6.0% |
| 1Y | -7.9% | -24.4% | +16.5% | -9.8% |
| 3Y | -44.7% | +6.0% | -50.7% | -53.3% |
| All | -44.7% | +5.1% | -49.9% | -53.3% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling