+553.0%
AVGO vs AMBA
-67.9%
+620.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.1% | +6.0% | +4.6% |
| 7D | 0.0% | -2.6% | +2.6% | +1.0% |
| 30D | -8.2% | -10.5% | +2.3% | -4.7% |
| 3M | -21.3% | -26.4% | +5.2% | -13.4% |
| 6M | -22.5% | -20.9% | -1.6% | -21.0% |
| YTD | -3.6% | -14.8% | +11.2% | -6.0% |
| 1Y | -6.7% | -36.1% | +29.4% | 0.0% |
| 3Y | +258.1% | +20.2% | +237.9% | +188.6% |
| All | +553.0% | -67.9% | +620.9% | +581.8% |
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