+691.7%
AVGO vs AMBA
-54.5%
+746.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -3.0% | -11.0% | +8.0% | +0.8% |
| 30D | -14.4% | -23.2% | +8.7% | -6.9% |
| 3M | -14.4% | -12.7% | -1.7% | -13.3% |
| 6M | +13.1% | +11.2% | +1.9% | +2.7% |
| YTD | +3.8% | -11.2% | +15.0% | +0.4% |
| 1Y | +17.8% | -22.5% | +40.3% | +17.6% |
| 3Y | +325.3% | -1.3% | +326.6% | +267.2% |
| All | +691.7% | -54.5% | +746.2% | +652.3% |
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