+1,469.4%
ASX vs AMBA
+722.2%
+747.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -9.4% | -11.3% | -18.4% |
| 7D | -33.3% | -14.6% | -18.7% | -30.2% |
| 30D | -36.5% | -18.8% | -17.7% | -32.7% |
| 3M | -19.2% | -32.6% | +13.4% | -10.5% |
| 6M | -10.2% | -25.8% | +15.6% | -4.2% |
| YTD | +86.5% | -22.1% | +108.6% | +95.3% |
| 1Y | +89.6% | -36.2% | +125.9% | +106.3% |
| 3Y | +298.6% | +10.0% | +288.6% | +269.7% |
| 5Y | +414.3% | -71.6% | +485.8% | +481.5% |
| 10Y | +711.1% | -4.7% | +715.8% | +613.8% |
| All | +1,469.4% | +722.2% | +747.2% | +887.1% |
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