+85.6%
AMZN vs AMBA
+16.7%
+68.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.5% | -1.5% |
| 7D | +7.9% | -7.2% | +15.1% | +9.2% |
| 30D | -0.2% | -10.4% | +10.1% | +1.6% |
| 3M | -4.8% | -30.1% | +25.4% | +1.1% |
| 6M | -5.7% | -22.4% | +16.7% | -4.5% |
| YTD | +12.3% | -17.3% | +29.7% | +10.9% |
| 1Y | +6.7% | -35.4% | +42.1% | +10.4% |
| 3Y | +85.6% | +18.6% | +66.9% | +54.7% |
| All | +85.6% | +16.7% | +68.8% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling