+375.0%
RCL vs AMBA
+4.3%
+370.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +2.9% | +1.5% |
| 7D | +8.5% | -2.7% | +11.2% | +9.2% |
| 30D | +20.4% | -10.5% | +30.9% | +23.9% |
| 3M | +11.0% | -26.4% | +37.4% | +20.4% |
| 6M | +24.9% | -20.9% | +45.7% | +25.2% |
| YTD | +23.9% | -14.8% | +38.7% | +19.5% |
| 1Y | +30.8% | -36.1% | +66.9% | +37.1% |
| 3Y | +270.4% | +20.2% | +250.2% | +186.1% |
| 5Y | +296.1% | -67.2% | +363.4% | +322.1% |
| 10Y | +375.0% | +4.9% | +370.1% | +192.5% |
| All | +375.0% | +4.3% | +370.7% | +192.5% |
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