+2,022.6%
STRL vs AMBA
-54.5%
+2,077.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.8% | +6.5% | +6.0% |
| 7D | +3.4% | -11.0% | +14.4% | +7.4% |
| 30D | -9.2% | -23.2% | +13.9% | -1.1% |
| 3M | -51.0% | -12.7% | -38.3% | -49.5% |
| 6M | +15.8% | +11.2% | +4.6% | +9.4% |
| YTD | +58.9% | -11.2% | +70.1% | +59.3% |
| 1Y | +68.5% | -22.5% | +91.1% | +74.9% |
| 3Y | +485.2% | -1.3% | +486.5% | +438.7% |
| All | +2,022.6% | -54.5% | +2,077.1% | +2,152.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling