+40.4%
AVAV vs AMBA
-54.5%
+95.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -1.0% | -1.6% |
| 7D | -2.2% | -11.0% | +8.7% | +0.2% |
| 30D | -13.9% | -23.2% | +9.2% | -8.8% |
| 3M | -29.2% | -12.7% | -16.5% | -28.1% |
| 6M | -36.1% | +11.2% | -47.3% | -38.9% |
| YTD | -40.2% | -11.2% | -29.0% | -40.4% |
| 1Y | -36.2% | -22.5% | -13.7% | -35.3% |
| 3Y | +47.5% | -1.3% | +48.8% | +36.0% |
| All | +40.4% | -54.5% | +95.0% | +34.0% |
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