+2,628.7%
AVGO vs AMBA
-7.1%
+2,635.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -3.0% | -11.0% | +8.0% | +0.7% |
| 30D | -14.4% | -23.2% | +8.7% | -7.1% |
| 3M | -14.4% | -12.7% | -1.7% | -13.3% |
| 6M | +13.1% | +11.2% | +1.9% | +3.5% |
| YTD | +3.8% | -11.2% | +15.0% | +0.9% |
| 1Y | +17.8% | -22.5% | +40.3% | +18.1% |
| 3Y | +325.3% | -1.3% | +326.6% | +274.5% |
| 5Y | +689.9% | -54.2% | +744.1% | +682.9% |
| All | +2,628.7% | -7.1% | +2,635.7% | +1,763.5% |
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