+1,298.1%
AAOI vs AMBA
-50.1%
+1,348.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.4% | -11.6% | -7.8% |
| 7D | +4.7% | +2.5% | +2.2% | +2.8% |
| 30D | -18.7% | -16.1% | -2.6% | -10.6% |
| 3M | -33.7% | +4.6% | -38.4% | -37.1% |
| 6M | -2.4% | +29.2% | -31.6% | -15.6% |
| YTD | +209.6% | -2.9% | +212.5% | +196.7% |
| 1Y | +355.0% | -18.7% | +373.7% | +375.5% |
| 3Y | +814.7% | +14.9% | +799.8% | +684.4% |
| 5Y | +1,298.1% | -53.0% | +1,351.0% | +1,299.4% |
| All | +1,298.1% | -50.1% | +1,348.2% | +1,299.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling