+69.9%
LNT vs AMBA
+22.2%
+47.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.3% |
| 7D | +1.6% | -2.6% | +4.2% | +1.5% |
| 30D | +12.1% | -10.5% | +22.6% | +11.9% |
| 3M | +8.2% | -26.4% | +34.6% | +7.9% |
| 6M | +3.6% | -20.9% | +24.5% | +3.6% |
| YTD | +16.2% | -14.8% | +31.0% | +16.1% |
| 1Y | +12.8% | -36.1% | +48.9% | +13.1% |
| All | +69.9% | +22.2% | +47.7% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling