+864.7%
BBY vs AMBA
+799.5%
+65.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.7% |
| 7D | +10.9% | -2.7% | +13.6% | +11.3% |
| 30D | +19.6% | -10.5% | +30.1% | +21.6% |
| 3M | +27.6% | -26.4% | +54.0% | +33.4% |
| 6M | +79.4% | -20.9% | +100.3% | +79.0% |
| YTD | +61.7% | -14.8% | +76.5% | +57.4% |
| 1Y | +40.3% | -36.1% | +76.4% | +43.3% |
| 3Y | +87.9% | +20.2% | +67.7% | +63.4% |
| 5Y | +0.2% | -67.2% | +67.4% | +1.7% |
| 10Y | +274.5% | +4.9% | +269.5% | +188.2% |
| All | +864.7% | +799.5% | +65.2% | +553.6% |
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