+77.6%
V vs AMBA
+10.0%
+67.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -9.4% | +6.2% | -2.7% |
| 7D | +2.9% | -14.6% | +17.5% | +3.7% |
| 30D | +14.0% | -18.8% | +32.8% | +15.1% |
| 3M | +14.9% | -32.6% | +47.5% | +16.9% |
| 6M | +31.7% | -25.8% | +57.6% | +31.8% |
| YTD | +21.2% | -22.1% | +43.3% | +20.1% |
| 1Y | +25.3% | -36.2% | +61.5% | +25.9% |
| All | +77.6% | +10.0% | +67.6% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling