+6.2%
AZN vs AMBA
-35.5%
+41.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.7% |
| 7D | -1.3% | +10.7% | -12.0% | -0.8% |
| 30D | +18.3% | -5.0% | +23.4% | +18.1% |
| 3M | +16.3% | -26.9% | +43.2% | +15.0% |
| 6M | -0.1% | -21.9% | +21.8% | -0.7% |
| YTD | +1.3% | -13.8% | +15.1% | +0.1% |
| 1Y | +6.2% | -36.1% | +42.3% | +5.7% |
| All | +6.2% | -35.5% | +41.7% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling