-1.1%
RGEN vs AMBA
-1.0%
-0.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | -4.9% | -11.0% | +6.0% | -2.4% |
| 30D | +5.7% | -23.2% | +28.8% | +11.9% |
| 3M | +32.4% | -12.7% | +45.2% | +31.6% |
| 6M | +33.2% | +11.2% | +22.0% | +19.1% |
| YTD | +2.3% | -11.2% | +13.5% | -2.8% |
| 1Y | +39.0% | -22.5% | +61.5% | +35.4% |
| All | -1.1% | -1.0% | -0.1% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling