+117.9%
KEY vs AMBA
-0.9%
+118.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.7% | -1.9% |
| 7D | -1.3% | -7.2% | +6.0% | +0.3% |
| 30D | +5.1% | -10.4% | +15.5% | +7.4% |
| 3M | -7.1% | -30.1% | +23.0% | 0.0% |
| 6M | -4.4% | -22.4% | +18.1% | -3.9% |
| YTD | +4.0% | -17.3% | +21.4% | +1.5% |
| 1Y | +23.4% | -35.4% | +58.8% | +27.1% |
| 3Y | +113.9% | +18.6% | +95.3% | +75.3% |
| 5Y | +12.3% | -69.8% | +82.1% | +18.5% |
| All | +117.9% | -0.9% | +118.7% | +37.0% |
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 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