+1,305.4%
V vs AMBA
+807.9%
+497.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.7% | +5.6% | +4.1% |
| 7D | +9.0% | -8.1% | +17.1% | +10.1% |
| 30D | +18.1% | -10.8% | +28.8% | +19.6% |
| 3M | +18.3% | -25.9% | +44.3% | +22.3% |
| 6M | +34.1% | -13.9% | +48.0% | +32.6% |
| YTD | +25.2% | -14.0% | +39.2% | +22.9% |
| 1Y | +29.3% | -25.7% | +55.0% | +28.8% |
| 3Y | +83.4% | +21.5% | +61.9% | +62.5% |
| 5Y | +117.2% | -68.9% | +186.1% | +120.7% |
| 10Y | +483.0% | +5.2% | +477.8% | +357.5% |
| All | +1,305.4% | +807.9% | +497.5% | +740.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling