-4.7%
RMD vs AMBA
-33.2%
+28.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.3% | -5.1% | +0.2% |
| 7D | +1.2% | 0.0% | +1.3% | +1.2% |
| 30D | +2.5% | -8.6% | +11.1% | +2.4% |
| 3M | +11.5% | -29.0% | +40.5% | +11.3% |
| 6M | +14.7% | -19.2% | +33.9% | +15.4% |
| YTD | -1.3% | -13.0% | +11.7% | -2.0% |
| All | -4.7% | -33.2% | +28.5% | -4.0% |
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