+20.4%
KEY vs AMBA
-20.7%
+41.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.3% |
| 7D | +2.2% | -11.0% | +13.2% | +2.9% |
| 30D | -3.0% | -23.2% | +20.1% | -1.5% |
| 3M | +3.3% | -12.7% | +16.0% | +3.5% |
| 6M | +9.2% | +11.2% | -2.0% | +3.6% |
| YTD | +10.6% | -11.2% | +21.9% | +8.2% |
| 1Y | +20.4% | -22.5% | +42.9% | +18.8% |
| All | +20.4% | -20.7% | +41.1% | +18.8% |
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 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