+484.0%
V vs AMBA
-0.9%
+484.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.5% |
| 7D | +0.9% | +2.7% | -1.8% | +0.5% |
| 30D | +9.0% | -2.2% | +11.2% | +9.1% |
| 3M | +16.7% | -26.6% | +43.4% | +21.1% |
| 6M | +33.4% | -26.8% | +60.2% | +35.0% |
| YTD | +22.4% | -15.1% | +37.5% | +19.8% |
| 1Y | +27.7% | -32.3% | +59.9% | +29.0% |
| 3Y | +78.0% | +19.8% | +58.2% | +54.0% |
| 5Y | +108.5% | -69.2% | +177.8% | +113.7% |
| All | +484.0% | -0.9% | +484.9% | +298.8% |
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