+120.8%
KR vs AMBA
+2.6%
+118.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.4% | -9.7% | -1.1% |
| 7D | -3.1% | +2.5% | -5.5% | -3.0% |
| 30D | +0.6% | -16.1% | +16.8% | +0.3% |
| 3M | -9.8% | +4.6% | -14.4% | -9.5% |
| 6M | -22.1% | +29.2% | -51.3% | -21.6% |
| YTD | -8.1% | -2.9% | -5.2% | -7.7% |
| 1Y | -14.7% | -18.7% | +4.1% | -14.4% |
| 3Y | +28.6% | +14.9% | +13.7% | +29.4% |
| 5Y | +36.4% | -53.0% | +89.4% | +36.3% |
| 10Y | +120.8% | +8.3% | +112.4% | +97.0% |
| All | +120.8% | +2.6% | +118.2% | +97.0% |
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