+985.8%
ASX vs AMBA
-0.9%
+986.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.5% |
| 7D | +12.4% | +2.7% | +9.7% | +11.6% |
| 30D | -19.8% | -2.2% | -17.6% | -18.5% |
| 3M | -10.3% | -26.6% | +16.3% | -0.6% |
| 6M | +1.2% | -26.8% | +28.0% | +9.9% |
| YTD | +123.0% | -15.1% | +138.2% | +129.1% |
| 1Y | +145.4% | -32.3% | +177.7% | +167.0% |
| 3Y | +368.6% | +19.8% | +348.8% | +306.9% |
| 5Y | +486.0% | -69.2% | +555.3% | +567.0% |
| All | +985.8% | -0.9% | +986.7% | +724.2% |
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