+659.7%
P vs AMBA
-6.6%
+666.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -9.4% | -7.0% | -13.0% |
| 7D | -31.9% | -14.6% | -17.3% | -27.6% |
| 30D | -36.5% | -18.8% | -17.7% | -31.3% |
| 3M | +11.6% | -32.6% | +44.2% | +28.0% |
| 6M | +25.2% | -25.8% | +51.0% | +33.5% |
| YTD | +39.4% | -22.1% | +61.6% | +44.0% |
| 1Y | -3.7% | -36.2% | +32.5% | +5.6% |
| 3Y | +167.3% | +10.0% | +157.3% | +126.2% |
| 5Y | +237.3% | -71.6% | +308.9% | +306.6% |
| All | +659.7% | -6.6% | +666.3% | +378.8% |
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