+1,306.6%
AAPL vs AMBA
+4.3%
+1,302.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.2% |
| 7D | +5.0% | -2.6% | +7.6% | +5.4% |
| 30D | +3.5% | -10.5% | +14.0% | +5.4% |
| 3M | +13.1% | -26.4% | +39.5% | +19.0% |
| 6M | +19.0% | -20.9% | +39.9% | +18.7% |
| YTD | +28.5% | -14.8% | +43.3% | +24.6% |
| 1Y | +29.7% | -36.1% | +65.8% | +33.0% |
| 3Y | +89.2% | +20.2% | +69.0% | +56.0% |
| 5Y | +141.2% | -67.2% | +208.4% | +147.3% |
| 10Y | +1,306.6% | +5.0% | +1,301.7% | +813.6% |
| All | +1,306.6% | +4.3% | +1,302.3% | +813.6% |
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