+119.0%
KEY vs AMBA
-6.6%
+125.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -9.4% | +6.7% | -0.6% |
| 7D | -2.5% | -14.6% | +12.1% | +1.1% |
| 30D | +4.1% | -18.8% | +22.9% | +8.8% |
| 3M | -8.4% | -32.6% | +24.2% | -0.5% |
| 6M | -2.3% | -25.8% | +23.5% | -0.8% |
| YTD | +4.6% | -22.1% | +26.7% | +3.5% |
| 1Y | +24.6% | -36.2% | +60.8% | +28.5% |
| 3Y | +112.8% | +10.0% | +102.8% | +77.6% |
| 5Y | +12.9% | -71.6% | +84.5% | +20.9% |
| All | +119.0% | -6.6% | +125.6% | +39.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling