+449.7%
V vs AMBA
-0.9%
+450.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | -0.8% |
| 7D | +2.2% | -7.2% | +9.4% | +3.2% |
| 30D | +13.6% | -10.4% | +24.0% | +15.0% |
| 3M | +14.3% | -30.1% | +44.4% | +19.3% |
| 6M | +33.1% | -22.4% | +55.5% | +33.4% |
| YTD | +21.2% | -17.3% | +38.6% | +19.2% |
| 1Y | +26.4% | -35.4% | +61.8% | +28.5% |
| 3Y | +77.6% | +18.6% | +59.0% | +53.8% |
| 5Y | +102.6% | -69.8% | +172.4% | +107.8% |
| All | +449.7% | -0.9% | +450.6% | +276.1% |
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 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