+18.6%
AMCR vs AMBA
+0.6%
+18.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.1% |
| 7D | -4.5% | +10.7% | -15.1% | -5.5% |
| 30D | +4.9% | -5.0% | +9.9% | +5.2% |
| 3M | -4.6% | -26.9% | +22.3% | -1.9% |
| 6M | +15.2% | -21.9% | +37.1% | +15.6% |
| YTD | +9.7% | -13.8% | +23.5% | +8.2% |
| 1Y | +10.5% | -36.1% | +46.6% | +12.2% |
| 3Y | +13.8% | +21.6% | -7.8% | +3.1% |
| 5Y | -9.1% | -68.8% | +59.6% | -9.0% |
| All | +18.6% | +0.6% | +18.0% | -3.5% |
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