+414.3%
ASX vs AMBA
-72.1%
+486.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -9.4% | -11.3% | -17.3% |
| 7D | -33.3% | -14.6% | -18.7% | -28.8% |
| 30D | -36.5% | -18.8% | -17.7% | -31.0% |
| 3M | -19.2% | -32.6% | +13.4% | -6.7% |
| 6M | -10.2% | -25.8% | +15.6% | -2.2% |
| YTD | +86.5% | -22.1% | +108.6% | +97.2% |
| 1Y | +89.6% | -36.2% | +125.9% | +111.5% |
| 3Y | +298.6% | +10.0% | +288.6% | +244.9% |
| 5Y | +414.3% | -71.6% | +485.8% | +469.0% |
| All | +414.3% | -72.1% | +486.3% | +469.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling