-96.4%
AMBO price history and return analytics
+138.6%
-235.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -2.6% | -2.3% | -0.3% | -2.1% |
| 30D | -19.6% | -5.0% | -14.6% | -18.8% |
| 3M | -27.8% | -4.9% | -22.9% | -27.1% |
| 6M | -31.5% | -1.5% | -29.9% | -31.3% |
| YTD | -46.4% | +8.5% | -54.9% | -47.2% |
| 1Y | -61.5% | +11.4% | -72.8% | -62.2% |
| 3Y | -7.5% | +70.1% | -77.6% | -19.4% |
| 5Y | -88.4% | +53.7% | -142.2% | -89.9% |
| All | -96.4% | +138.6% | -235.1% | -96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling