+212.0%
YUM vs AMBA
+4.3%
+207.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | -0.2% |
| 7D | +2.0% | -2.6% | +4.7% | +2.2% |
| 30D | +10.6% | -10.5% | +21.1% | +11.5% |
| 3M | +10.8% | -26.4% | +37.2% | +13.3% |
| 6M | +6.5% | -20.9% | +27.4% | +6.6% |
| YTD | +7.5% | -14.8% | +22.2% | +6.1% |
| 1Y | +10.2% | -36.1% | +46.2% | +11.6% |
| 3Y | +34.8% | +20.2% | +14.6% | +22.6% |
| 5Y | +40.0% | -67.2% | +107.3% | +40.4% |
| 10Y | +212.0% | +5.0% | +207.1% | +148.5% |
| All | +212.0% | +4.3% | +207.7% | +148.5% |
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