+26.7%
Q vs AMBA
-28.0%
+54.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.9% |
| 7D | +0.2% | -11.0% | +11.2% | +3.9% |
| 30D | -11.1% | -23.2% | +12.0% | -3.7% |
| 3M | -22.1% | -12.7% | -9.4% | -20.4% |
| 6M | +0.5% | +11.2% | -10.7% | -8.5% |
| YTD | +47.8% | -11.2% | +59.0% | +40.3% |
| All | +26.7% | -28.0% | +54.7% | +20.5% |
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 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