+1,687.7%
AAPL vs AMBA
+722.2%
+965.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.4% | +7.9% | 0.0% |
| 7D | -1.4% | -14.6% | +13.2% | +1.1% |
| 30D | +3.2% | -18.8% | +22.0% | +6.4% |
| 3M | +10.8% | -32.6% | +43.4% | +17.4% |
| 6M | +21.3% | -25.8% | +47.1% | +22.6% |
| YTD | +26.9% | -22.1% | +49.1% | +25.9% |
| 1Y | +27.9% | -36.2% | +64.1% | +30.6% |
| 3Y | +97.5% | +10.0% | +87.5% | +73.2% |
| 5Y | +132.9% | -71.6% | +204.5% | +142.6% |
| 10Y | +1,275.7% | -4.7% | +1,280.4% | +988.0% |
| All | +1,687.7% | +722.2% | +965.5% | +995.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling