+109.4%
AAPL vs AMBA
-54.5%
+163.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.4% |
| 7D | +0.1% | -11.0% | +11.0% | +2.0% |
| 30D | +3.0% | -23.2% | +26.1% | +7.5% |
| 3M | +2.9% | -12.7% | +15.6% | +2.4% |
| 6M | +22.1% | +11.2% | +10.9% | +14.0% |
| YTD | +18.0% | -11.2% | +29.2% | +14.5% |
| 1Y | +33.9% | -22.5% | +56.5% | +31.8% |
| 3Y | +71.2% | -1.3% | +72.5% | +49.6% |
| All | +109.4% | -54.5% | +163.9% | +93.6% |
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 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