+15.9%
IBN vs AMBA
-34.6%
+50.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.2% |
| 7D | +15.8% | -2.7% | +18.4% | +15.7% |
| 30D | +25.1% | -10.5% | +35.6% | +25.0% |
| 3M | +16.0% | -26.4% | +42.4% | +16.0% |
| 6M | +32.8% | -20.9% | +53.7% | +32.4% |
| YTD | +18.0% | -14.8% | +32.8% | +14.9% |
| 1Y | +15.9% | -36.1% | +52.0% | +11.0% |
| All | +15.9% | -34.6% | +50.5% | +11.0% |
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 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