+485.4%
P vs AMBA
+4.3%
+481.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.6% |
| 7D | +6.5% | -11.0% | +17.5% | +10.5% |
| 30D | +18.8% | -23.2% | +42.0% | +29.0% |
| 3M | +26.7% | -12.7% | +39.5% | +29.8% |
| 6M | +62.2% | +11.2% | +51.0% | +49.8% |
| YTD | +48.5% | -11.2% | +59.7% | +46.3% |
| 1Y | +26.4% | -22.5% | +48.9% | +28.2% |
| 3Y | +159.4% | -1.3% | +160.7% | +130.1% |
| 5Y | +275.8% | -54.2% | +330.0% | +278.9% |
| 10Y | +732.0% | -6.1% | +738.1% | +467.1% |
| All | +485.4% | +4.3% | +481.1% | +272.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling