+94.8%
AAPL vs AMBA
+26.5%
+68.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.5% | -1.5% | +1.7% |
| 7D | +1.8% | +2.6% | -0.8% | +1.4% |
| 30D | +4.3% | -3.6% | +7.9% | +4.5% |
| 3M | +16.6% | -24.6% | +41.2% | +19.8% |
| 6M | +21.6% | -21.6% | +43.2% | +21.6% |
| YTD | +31.2% | -11.8% | +43.0% | +27.4% |
| 1Y | +29.6% | -33.2% | +62.7% | +31.3% |
| All | +94.8% | +26.5% | +68.3% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling