+639.2%
EQIX vs AMBA
+837.3%
-198.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.4% |
| 7D | -0.8% | -11.0% | +10.2% | +0.4% |
| 30D | -1.4% | -23.2% | +21.7% | +1.4% |
| 3M | -4.4% | -12.7% | +8.3% | -4.5% |
| 6M | +7.9% | +11.2% | -3.3% | +4.0% |
| YTD | +37.3% | -11.2% | +48.5% | +35.2% |
| 1Y | +37.8% | -22.5% | +60.3% | +36.9% |
| 3Y | +42.0% | -1.3% | +43.3% | +32.2% |
| 5Y | +29.6% | -54.2% | +83.8% | +25.5% |
| 10Y | +238.3% | -6.1% | +244.4% | +184.7% |
| All | +639.2% | +837.3% | -198.0% | +394.8% |
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 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