+2,660.6%
AVGO vs AMBA
-0.9%
+2,661.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.5% | -3.2% | -4.3% |
| 7D | +18.2% | +2.7% | +15.5% | +17.2% |
| 30D | +0.2% | -2.2% | +2.4% | +1.0% |
| 3M | -16.8% | -26.6% | +9.9% | -8.7% |
| 6M | -16.5% | -26.8% | +10.3% | -12.3% |
| YTD | +0.8% | -15.1% | +15.9% | -1.1% |
| 1Y | +2.8% | -32.3% | +35.1% | +7.9% |
| 3Y | +278.5% | +19.8% | +258.7% | +213.2% |
| 5Y | +573.1% | -69.2% | +642.3% | +654.8% |
| All | +2,660.6% | -0.9% | +2,661.5% | +1,687.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling