+115.0%
KEY vs AMBA
+10.0%
+105.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -9.4% | +6.7% | -1.1% |
| 7D | -2.5% | -14.6% | +12.1% | +0.1% |
| 30D | +4.1% | -18.8% | +22.9% | +7.6% |
| 3M | -8.4% | -32.6% | +24.2% | -2.5% |
| 6M | -2.3% | -25.8% | +23.5% | -1.4% |
| YTD | +4.6% | -22.1% | +26.7% | +3.0% |
| 1Y | +24.6% | -36.2% | +60.8% | +27.6% |
| All | +115.0% | +10.0% | +105.1% | +62.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling