+11.3%
DOCU vs AMBA
-33.1%
+44.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.4% | +7.5% | -2.1% |
| 7D | -3.2% | -14.6% | +11.4% | -3.5% |
| 30D | +15.7% | -18.8% | +34.5% | +15.3% |
| 3M | +37.3% | -32.6% | +69.9% | +36.5% |
| 6M | +63.1% | -25.8% | +88.9% | +61.2% |
| YTD | +15.4% | -22.1% | +37.5% | +10.7% |
| 1Y | +11.3% | -36.2% | +47.5% | +8.0% |
| All | +11.3% | -33.1% | +44.4% | +8.0% |
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