+42.0%
KR vs AMBA
-54.5%
+96.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.1% |
| 7D | +1.5% | -11.0% | +12.5% | +1.0% |
| 30D | +4.1% | -23.2% | +27.2% | +2.9% |
| 3M | -5.2% | -12.7% | +7.5% | -5.2% |
| 6M | -12.8% | +11.2% | -24.0% | -11.6% |
| YTD | -4.6% | -11.2% | +6.6% | -4.0% |
| 1Y | -11.7% | -22.5% | +10.9% | -11.3% |
| 3Y | +36.3% | -1.3% | +37.6% | +38.9% |
| All | +42.0% | -54.5% | +96.5% | +38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling