-29.5%
LII vs AMBA
-32.7%
+3.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.1% | -8.1% | -2.3% |
| 7D | -0.6% | -7.2% | +6.6% | -0.2% |
| 30D | -4.6% | -10.4% | +5.8% | -4.0% |
| 3M | -21.2% | -30.1% | +8.9% | -19.4% |
| 6M | -36.4% | -22.4% | -14.0% | -36.6% |
| YTD | -28.9% | -17.3% | -11.6% | -31.0% |
| 1Y | -29.5% | -35.4% | +5.9% | -31.5% |
| All | -29.5% | -32.7% | +3.2% | -31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling