-20.6%
KWEB vs AMBA
+2.6%
-23.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +8.4% | -10.7% | -4.4% |
| 7D | -3.6% | +2.5% | -6.1% | -4.4% |
| 30D | -14.9% | -16.1% | +1.2% | -11.3% |
| 3M | -5.4% | +4.6% | -10.1% | -9.5% |
| 6M | -18.9% | +29.2% | -48.0% | -28.1% |
| YTD | -27.2% | -2.9% | -24.3% | -31.1% |
| 1Y | -34.2% | -18.7% | -15.5% | -35.6% |
| 3Y | +0.6% | +14.9% | -14.3% | -17.2% |
| 5Y | -43.5% | -53.0% | +9.5% | -45.9% |
| 10Y | -20.6% | +8.3% | -28.9% | -48.3% |
| All | -20.6% | +2.6% | -23.2% | -48.3% |
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 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