+199.8%
TER vs AMBA
-20.7%
+220.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.8% | +6.2% | +5.8% |
| 7D | +0.6% | -11.0% | +11.5% | +6.3% |
| 30D | -8.3% | -23.2% | +14.9% | +3.8% |
| 3M | -12.2% | -12.7% | +0.5% | -7.5% |
| 6M | +17.0% | +11.2% | +5.8% | +7.2% |
| YTD | +84.6% | -11.2% | +95.8% | +82.5% |
| 1Y | +199.8% | -22.5% | +222.4% | +194.4% |
| All | +199.8% | -20.7% | +220.5% | +194.4% |
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 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