+5.8%
NI vs AMBA
-34.9%
+40.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.5% |
| 7D | +1.5% | -2.6% | +4.1% | +1.4% |
| 30D | +11.9% | -10.5% | +22.3% | +11.6% |
| 3M | +9.1% | -26.4% | +35.6% | +8.3% |
| 6M | -1.8% | -20.9% | +19.1% | -1.6% |
| YTD | +11.4% | -14.8% | +26.2% | +11.5% |
| All | +5.8% | -34.9% | +40.7% | +5.6% |
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