+116.5%
AMBA vs FIVN
+253.7%
-137.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -17.6% | +23.8% | +11.9% |
| 7D | -7.2% | -22.6% | +15.4% | 0.0% |
| 30D | -10.4% | -16.8% | +6.4% | -5.8% |
| 3M | -30.1% | -0.9% | -29.2% | -32.1% |
| 6M | -22.4% | +28.4% | -50.8% | -33.0% |
| YTD | -17.3% | +40.2% | -57.6% | -33.1% |
| 1Y | -35.4% | +30.5% | -65.9% | -46.5% |
| 3Y | +18.6% | -56.2% | +74.8% | +37.7% |
| 5Y | -69.8% | -81.0% | +11.2% | -56.0% |
| 10Y | +1.1% | +105.3% | -104.2% | -19.0% |
| All | +116.5% | +253.7% | -137.2% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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