+55.8%
AZN vs AMBA
+23.3%
+32.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.3% | -3.7% | +1.5% |
| 7D | +1.5% | 0.0% | +1.6% | +1.5% |
| 30D | +19.0% | -8.6% | +27.6% | +19.1% |
| 3M | +17.3% | -29.0% | +46.3% | +18.0% |
| 6M | +3.6% | -19.2% | +22.8% | +3.3% |
| YTD | +4.1% | -13.0% | +17.1% | +3.0% |
| 1Y | +13.1% | -31.3% | +44.4% | +13.2% |
| 3Y | +55.8% | +28.1% | +27.6% | +44.8% |
| All | +55.8% | +23.3% | +32.5% | +44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling