+2.9%
IAU vs AMBA
-25.6%
+28.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +3.8% |
| 7D | -0.3% | -8.1% | +7.8% | +0.3% |
| 30D | -1.9% | -10.8% | +8.9% | -1.2% |
| 3M | -0.4% | -25.9% | +25.5% | +1.1% |
| 6M | -10.1% | -13.9% | +3.7% | -10.7% |
| YTD | -5.9% | -14.0% | +8.1% | -6.9% |
| 1Y | +2.9% | -25.7% | +28.6% | +2.3% |
| All | +2.9% | -25.6% | +28.5% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling