+915.3%
STRL vs AMBA
-69.1%
+984.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.3% |
| 7D | -19.8% | -2.6% | -17.2% | -18.6% |
| 30D | -43.6% | -10.5% | -33.1% | -41.0% |
| 3M | -45.2% | -26.4% | -18.8% | -39.2% |
| 6M | -65.7% | -20.9% | -44.8% | -64.1% |
| YTD | -5.4% | -14.8% | +9.4% | -3.7% |
| 1Y | -24.7% | -36.1% | +11.4% | -16.7% |
| 3Y | +335.0% | +20.2% | +314.8% | +284.2% |
| 5Y | +915.3% | -67.2% | +982.5% | +990.7% |
| All | +915.3% | -69.1% | +984.4% | +990.7% |
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