+478.9%
RGEN vs AMBA
+12.8%
+466.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.3% | -2.1% | +1.8% |
| 7D | +3.5% | 0.0% | +3.5% | +3.4% |
| 30D | +2.9% | -8.6% | +11.5% | +5.1% |
| 3M | +9.2% | -29.0% | +38.1% | +18.3% |
| 6M | +44.9% | -19.2% | +64.2% | +43.7% |
| YTD | +9.2% | -13.0% | +22.2% | +4.7% |
| 1Y | +25.3% | -31.3% | +56.5% | +27.4% |
| 3Y | +21.7% | +28.1% | -6.4% | -3.0% |
| 5Y | -34.5% | -69.4% | +34.9% | -30.5% |
| 10Y | +478.9% | +7.6% | +471.3% | +303.9% |
| All | +478.9% | +12.8% | +466.1% | +303.9% |
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