+889.0%
LII vs AMBA
+837.3%
+51.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +1.9% | +1.3% |
| 7D | -0.7% | -11.0% | +10.2% | +0.8% |
| 30D | -12.6% | -23.2% | +10.6% | -9.6% |
| 3M | -24.4% | -12.7% | -11.7% | -24.3% |
| 6M | -28.7% | +11.2% | -39.9% | -31.5% |
| YTD | -19.1% | -11.2% | -7.9% | -20.2% |
| 1Y | -29.7% | -22.5% | -7.2% | -29.9% |
| 3Y | +4.8% | -1.3% | +6.1% | -2.1% |
| 5Y | +24.6% | -54.2% | +78.7% | +20.9% |
| 10Y | +169.2% | -6.1% | +175.3% | +125.8% |
| All | +889.0% | +837.3% | +51.7% | +522.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling