+102.6%
V vs AMBA
-72.1%
+174.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -9.4% | +6.2% | -2.3% |
| 7D | +2.9% | -14.6% | +17.5% | +4.5% |
| 30D | +14.0% | -18.8% | +32.8% | +16.2% |
| 3M | +14.9% | -32.6% | +47.5% | +19.1% |
| 6M | +31.7% | -25.8% | +57.6% | +32.4% |
| YTD | +21.2% | -22.1% | +43.3% | +20.2% |
| 1Y | +25.3% | -36.2% | +61.5% | +26.9% |
| 3Y | +77.5% | +10.0% | +67.5% | +57.4% |
| 5Y | +102.6% | -71.6% | +174.1% | +97.4% |
| All | +102.6% | -72.1% | +174.7% | +97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling