+1,880.8%
ASX vs AMBA
+837.3%
+1,043.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -0.7% | -11.0% | +10.2% | +2.1% |
| 30D | +2.0% | -23.2% | +25.1% | +8.7% |
| 3M | -1.3% | -12.7% | +11.4% | +1.0% |
| 6M | +71.4% | +11.2% | +60.2% | +65.4% |
| YTD | +135.3% | -11.2% | +146.5% | +137.4% |
| 1Y | +267.5% | -22.5% | +290.0% | +278.5% |
| 3Y | +388.5% | -1.3% | +389.8% | +358.4% |
| 5Y | +417.1% | -54.2% | +471.3% | +430.6% |
| 10Y | +872.7% | -6.1% | +878.9% | +734.0% |
| All | +1,880.8% | +837.3% | +1,043.5% | +1,099.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling