+535.7%
ON vs AMBA
+4.3%
+531.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.7% |
| 7D | -4.1% | -2.6% | -1.5% | -2.6% |
| 30D | -10.2% | -10.5% | +0.3% | -5.1% |
| 3M | -12.7% | -26.4% | +13.7% | +0.5% |
| 6M | -32.5% | -20.9% | -11.7% | -28.4% |
| YTD | +28.6% | -14.8% | +43.3% | +29.2% |
| 1Y | +43.4% | -36.1% | +79.5% | +62.5% |
| 3Y | +3.3% | +20.2% | -16.9% | -21.5% |
| 5Y | +22.5% | -67.2% | +89.8% | +54.8% |
| 10Y | +535.7% | +5.0% | +530.8% | +274.5% |
| All | +535.7% | +4.3% | +531.4% | +274.5% |
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