+415.3%
ASX vs AMBA
-70.4%
+485.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.1% | +0.3% | +4.2% |
| 7D | -19.9% | -7.2% | -12.7% | -17.1% |
| 30D | -30.9% | -10.4% | -20.5% | -27.5% |
| 3M | -15.1% | -30.1% | +15.0% | -3.2% |
| 6M | -6.5% | -22.4% | +16.0% | +0.2% |
| YTD | +98.4% | -17.3% | +115.8% | +105.4% |
| 1Y | +107.9% | -35.4% | +143.3% | +130.8% |
| 3Y | +325.3% | +18.6% | +306.7% | +258.7% |
| All | +415.3% | -70.4% | +485.7% | +461.8% |
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 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