-16.8%
TRI vs AMBA
-33.2%
+16.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.3% | -9.1% | -3.2% |
| 7D | -11.4% | 0.0% | -11.4% | -11.2% |
| 30D | +4.9% | -8.6% | +13.5% | +4.4% |
| 3M | +7.0% | -29.0% | +36.0% | +4.7% |
| 6M | +18.2% | -19.2% | +37.4% | +16.9% |
| YTD | -14.8% | -13.0% | -1.8% | -16.0% |
| All | -16.8% | -33.2% | +16.5% | -18.0% |
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