+21.4%
U vs AMBA
-34.9%
+56.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.7% |
| 7D | +24.4% | -2.6% | +27.0% | +24.5% |
| 30D | +7.4% | -10.5% | +17.9% | +9.4% |
| 3M | +16.8% | -26.4% | +43.2% | +23.2% |
| 6M | +78.8% | -20.9% | +99.7% | +77.7% |
| YTD | +14.0% | -14.8% | +28.8% | +7.2% |
| All | +21.4% | -34.9% | +56.3% | +25.1% |
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