+216.3%
TGT vs AMBA
-5.3%
+221.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.2% |
| 7D | -0.6% | -6.4% | +5.8% | +0.2% |
| 30D | +9.5% | -26.8% | +36.4% | +13.7% |
| 3M | +32.3% | -7.6% | +39.9% | +31.2% |
| 6M | +37.0% | +21.2% | +15.8% | +29.1% |
| YTD | +71.0% | -10.4% | +81.4% | +67.3% |
| 1Y | +85.0% | -24.4% | +109.4% | +83.6% |
| 3Y | +46.8% | +6.0% | +40.8% | +33.1% |
| 5Y | -22.7% | -53.9% | +31.1% | -26.8% |
| 10Y | +216.3% | -6.2% | +222.4% | +150.2% |
| All | +216.3% | -5.3% | +221.5% | +150.2% |
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