+1,587.5%
AMAT vs AMBA
-7.1%
+1,594.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.6% |
| 7D | -1.5% | -11.0% | +9.5% | +3.3% |
| 30D | -14.8% | -23.2% | +8.4% | -5.2% |
| 3M | -9.3% | -12.7% | +3.4% | -6.3% |
| 6M | +27.4% | +11.2% | +16.2% | +16.6% |
| YTD | +77.6% | -11.2% | +88.8% | +76.1% |
| 1Y | +188.9% | -22.5% | +211.5% | +196.9% |
| 3Y | +202.3% | -1.3% | +203.6% | +158.8% |
| 5Y | +248.9% | -54.2% | +303.1% | +264.1% |
| All | +1,587.5% | -7.1% | +1,594.5% | +971.4% |
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