+91.0%
NI vs AMBA
+16.7%
+74.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.1% | -6.8% | -0.8% |
| 7D | -0.9% | -7.2% | +6.3% | -0.8% |
| 30D | +9.6% | -10.4% | +20.0% | +9.8% |
| 3M | +2.5% | -30.1% | +32.6% | +3.1% |
| 6M | -5.8% | -22.4% | +16.6% | -5.7% |
| YTD | +8.6% | -17.3% | +25.9% | +8.1% |
| 1Y | +6.0% | -35.4% | +41.4% | +6.6% |
| 3Y | +91.0% | +18.6% | +72.4% | +74.4% |
| All | +91.0% | +16.7% | +74.3% | +74.4% |
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