+584.9%
XYZ vs AMBA
-0.9%
+585.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.4% | +3.4% |
| 7D | -1.1% | +2.7% | -3.7% | -2.1% |
| 30D | +11.5% | -2.2% | +13.7% | +11.8% |
| 3M | +1.8% | -26.6% | +28.4% | +13.0% |
| 6M | +21.2% | -26.8% | +48.0% | +24.4% |
| YTD | +29.9% | -15.1% | +45.1% | +21.4% |
| 1Y | +35.8% | -32.3% | +68.0% | +37.5% |
| 3Y | +62.6% | +19.8% | +42.8% | +13.1% |
| 5Y | -62.8% | -69.2% | +6.5% | -57.2% |
| All | +584.9% | -0.9% | +585.8% | +292.4% |
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 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