+649.2%
EQIX vs AMBA
+799.5%
-150.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | -0.2% |
| 7D | +3.5% | -2.7% | +6.2% | +3.8% |
| 30D | +2.3% | -10.5% | +12.8% | +3.5% |
| 3M | +1.1% | -26.4% | +27.5% | +4.3% |
| 6M | -1.1% | -20.9% | +19.8% | -0.8% |
| YTD | +39.1% | -14.8% | +53.9% | +37.4% |
| 1Y | +29.5% | -36.1% | +65.6% | +31.9% |
| 3Y | +45.8% | +20.2% | +25.6% | +32.3% |
| 5Y | +48.4% | -67.2% | +115.7% | +48.7% |
| 10Y | +285.1% | +4.9% | +280.1% | +220.7% |
| All | +649.2% | +799.5% | -150.2% | +402.8% |
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