+15,122.1%
AVGO vs AMBA
+837.3%
+14,284.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -3.0% | -11.0% | +8.0% | +0.2% |
| 30D | -14.4% | -23.2% | +8.7% | -8.0% |
| 3M | -14.4% | -12.7% | -1.7% | -13.3% |
| 6M | +13.1% | +11.2% | +1.9% | +5.1% |
| YTD | +3.8% | -11.2% | +15.0% | +1.6% |
| 1Y | +17.8% | -22.5% | +40.3% | +18.5% |
| 3Y | +325.3% | -1.3% | +326.6% | +284.8% |
| 5Y | +689.9% | -54.2% | +744.1% | +696.3% |
| 10Y | +2,597.0% | -6.1% | +2,603.1% | +1,950.3% |
| All | +15,122.1% | +837.3% | +14,284.8% | +7,705.5% |
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 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