+502.2%
AVAV vs AMBA
+837.3%
-335.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -1.0% | -1.6% |
| 7D | -2.2% | -11.0% | +8.7% | 0.0% |
| 30D | -13.9% | -23.2% | +9.2% | -9.2% |
| 3M | -29.2% | -12.7% | -16.5% | -28.1% |
| 6M | -36.1% | +11.2% | -47.3% | -38.7% |
| 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% | +36.8% |
| 5Y | +39.3% | -54.2% | +93.4% | +35.3% |
| 10Y | +482.6% | -6.1% | +488.7% | +365.7% |
| All | +502.2% | +837.3% | -335.1% | +223.2% |
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