+162.3%
LNT vs AMBA
-0.9%
+163.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.1% | -7.2% | -1.2% |
| 7D | +1.4% | -7.2% | +8.7% | +1.6% |
| 30D | +12.3% | -10.4% | +22.7% | +12.6% |
| 3M | +5.3% | -30.1% | +35.5% | +6.3% |
| 6M | +2.0% | -22.4% | +24.5% | +2.1% |
| YTD | +15.3% | -17.3% | +32.6% | +14.8% |
| 1Y | +12.3% | -35.4% | +47.7% | +12.8% |
| 3Y | +59.1% | +18.6% | +40.5% | +53.0% |
| 5Y | +51.7% | -69.8% | +121.5% | +51.3% |
| All | +162.3% | -0.9% | +163.2% | +133.0% |
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