+154.8%
HPQ vs AMBA
+12.8%
+142.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -6.0% | -1.8% |
| 7D | -0.6% | 0.0% | -0.6% | -0.9% |
| 30D | -6.5% | -8.6% | +2.1% | -5.0% |
| 3M | -5.1% | -29.0% | +23.9% | +1.1% |
| 6M | +27.3% | -19.2% | +46.5% | +26.3% |
| YTD | +31.7% | -13.0% | +44.7% | +26.8% |
| 1Y | +13.0% | -31.3% | +44.2% | +14.2% |
| 3Y | +18.3% | +28.1% | -9.8% | -3.5% |
| 5Y | +7.4% | -69.4% | +76.8% | +11.7% |
| 10Y | +154.8% | +7.6% | +147.1% | +69.1% |
| All | +154.8% | +12.8% | +142.0% | +69.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling