+1,077.0%
TER vs AMBA
+7.9%
+1,069.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.5% | +4.8% | +6.8% |
| 7D | +5.9% | +2.6% | +3.3% | +5.4% |
| 30D | -30.8% | -3.6% | -27.2% | -29.1% |
| 3M | -29.9% | -24.6% | -5.3% | -20.7% |
| 6M | -27.5% | -21.6% | -5.8% | -21.3% |
| YTD | +37.5% | -11.8% | +49.3% | +40.6% |
| 1Y | +50.3% | -33.2% | +83.4% | +69.5% |
| 3Y | +204.9% | +24.5% | +180.4% | +151.1% |
| 5Y | +89.2% | -67.7% | +156.8% | +133.1% |
| 10Y | +1,077.0% | +4.7% | +1,072.2% | +663.5% |
| All | +1,077.0% | +7.9% | +1,069.1% | +663.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling