-40.7%
TRI vs AMBA
-24.5%
-16.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.9% | -7.4% | -6.4% |
| 7D | -7.1% | -6.4% | -0.7% | -7.5% |
| 30D | -2.3% | -26.8% | +24.5% | -4.5% |
| 3M | +19.6% | -7.6% | +27.2% | +18.9% |
| 6M | -8.7% | +21.2% | -29.9% | -11.9% |
| YTD | -22.3% | -10.4% | -11.9% | -23.4% |
| 1Y | -40.7% | -24.4% | -16.2% | -42.3% |
| All | -40.7% | -24.5% | -16.2% | -42.3% |
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