+315.3%
KEY vs AMBA
+807.9%
-492.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.8% |
| 7D | +1.7% | -8.1% | +9.7% | +3.3% |
| 30D | +6.8% | -10.8% | +17.5% | +8.9% |
| 3M | -5.8% | -25.9% | +20.1% | -0.8% |
| 6M | +1.4% | -13.9% | +15.3% | 0.0% |
| YTD | +7.5% | -14.0% | +21.5% | +4.9% |
| 1Y | +29.6% | -25.7% | +55.3% | +29.4% |
| 3Y | +118.8% | +21.5% | +97.3% | +87.5% |
| 5Y | +16.8% | -68.9% | +85.8% | +21.5% |
| 10Y | +133.0% | +5.2% | +127.8% | +76.8% |
| All | +315.3% | +807.9% | -492.6% | +139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling