+620.3%
AMZN vs AMBA
+7.9%
+612.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.5% | -5.3% | -2.5% |
| 7D | +0.1% | +2.6% | -2.5% | -0.7% |
| 30D | +2.6% | -3.6% | +6.1% | +3.1% |
| 3M | -2.2% | -24.6% | +22.4% | +3.4% |
| 6M | -1.0% | -21.6% | +20.6% | +0.3% |
| YTD | +15.3% | -11.8% | +27.1% | +12.0% |
| 1Y | +6.9% | -33.2% | +40.0% | +10.1% |
| 3Y | +85.4% | +24.5% | +60.9% | +53.7% |
| 5Y | +53.3% | -67.7% | +121.0% | +58.8% |
| 10Y | +620.3% | +4.7% | +615.6% | +395.5% |
| All | +620.3% | +7.9% | +612.5% | +395.5% |
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