+151.3%
KR vs AMBA
+4.2%
+147.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +2.9% | +0.8% |
| 7D | +2.7% | -2.6% | +5.3% | +2.6% |
| 30D | +11.3% | -10.5% | +21.8% | +11.1% |
| 3M | +22.3% | -26.4% | +48.7% | +21.7% |
| 6M | +5.8% | -20.9% | +26.7% | +5.8% |
| YTD | +11.7% | -14.8% | +26.5% | +12.0% |
| 1Y | +8.9% | -36.1% | +44.9% | +8.9% |
| 3Y | +67.1% | +20.2% | +46.9% | +67.5% |
| 5Y | +80.0% | -67.2% | +147.3% | +80.5% |
| All | +151.3% | +4.2% | +147.1% | +129.6% |
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