+217.0%
W vs AMBA
+4.3%
+212.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.1% | -1.6% | -2.8% |
| 7D | +1.1% | -2.6% | +3.7% | +2.1% |
| 30D | +6.4% | -10.5% | +16.9% | +11.3% |
| 3M | +9.0% | -26.4% | +35.4% | +22.5% |
| 6M | +69.8% | -20.9% | +90.7% | +67.5% |
| YTD | +12.1% | -14.8% | +26.9% | +3.6% |
| 1Y | 0.0% | -36.1% | +36.1% | +4.5% |
| 3Y | +160.3% | +20.2% | +140.1% | +81.4% |
| 5Y | -53.3% | -67.2% | +13.9% | -45.1% |
| 10Y | +217.0% | +5.0% | +212.0% | +90.7% |
| All | +217.0% | +4.3% | +212.6% | +90.7% |
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