-11.6%
AMBO price history and return analytics
+75.6%
-87.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.1% | -9.9% | -8.4% |
| 7D | -19.3% | -0.7% | -18.6% | -19.5% |
| 30D | -29.3% | -1.7% | -27.6% | -29.7% |
| 3M | -33.7% | -2.3% | -31.4% | -34.2% |
| 6M | -38.4% | +1.5% | -39.9% | -37.8% |
| YTD | -52.9% | +12.0% | -64.9% | -50.6% |
| 1Y | -67.0% | +12.9% | -79.9% | -65.3% |
| All | -11.6% | +75.6% | -87.2% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling