+32.6%
IBB vs AMBA
-34.9%
+67.4%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -1.0% |
| 7D | +0.8% | -2.6% | +3.4% | +0.8% |
| 30D | +5.2% | -10.5% | +15.7% | +5.4% |
| 3M | +8.6% | -26.4% | +35.0% | +9.1% |
| 6M | +27.8% | -20.9% | +48.7% | +27.2% |
| YTD | +28.8% | -14.8% | +43.6% | +24.5% |
| All | +32.6% | -34.9% | +67.4% | +28.4% |
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