+71.0%
AAPL vs AMBA
-1.0%
+71.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.4% |
| 7D | +0.1% | -11.0% | +11.0% | +1.4% |
| 30D | +3.0% | -23.2% | +26.1% | +6.1% |
| 3M | +2.9% | -12.7% | +15.6% | +2.4% |
| 6M | +22.1% | +11.2% | +10.9% | +15.3% |
| YTD | +18.0% | -11.2% | +29.2% | +15.0% |
| 1Y | +33.9% | -22.5% | +56.5% | +32.0% |
| All | +71.0% | -1.0% | +71.9% | +60.6% |
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 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