+458.8%
V vs AMBA
+7.9%
+450.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | +0.1% |
| 7D | -2.3% | +2.6% | -4.9% | -2.8% |
| 30D | +9.5% | -3.6% | +13.1% | +9.8% |
| 3M | +17.5% | -24.6% | +42.1% | +21.4% |
| 6M | +32.2% | -21.6% | +53.8% | +32.4% |
| YTD | +22.3% | -11.8% | +34.1% | +19.1% |
| 1Y | +26.8% | -33.2% | +60.0% | +28.4% |
| 3Y | +77.5% | +24.5% | +53.0% | +52.8% |
| 5Y | +110.1% | -67.7% | +177.7% | +113.7% |
| 10Y | +458.8% | +4.7% | +454.0% | +278.4% |
| All | +458.8% | +7.9% | +450.9% | +278.4% |
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