+591.6%
AMZN vs AMBA
+12.8%
+578.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.3% | -2.3% | +1.8% |
| 7D | +8.7% | 0.0% | +8.7% | +8.5% |
| 30D | +1.7% | -8.6% | +10.3% | +3.5% |
| 3M | -2.8% | -29.0% | +26.2% | +4.2% |
| 6M | -2.1% | -19.2% | +17.1% | -1.5% |
| YTD | +15.6% | -13.0% | +28.6% | +12.7% |
| 1Y | +9.2% | -31.3% | +40.5% | +11.8% |
| 3Y | +89.9% | +28.1% | +61.7% | +56.3% |
| 5Y | +49.3% | -69.4% | +118.7% | +56.4% |
| 10Y | +591.6% | +7.6% | +584.0% | +373.8% |
| All | +591.6% | +12.8% | +578.8% | +373.8% |
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