+33.2%
IBB vs AMBA
-32.6%
+65.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | +0.3% |
| 7D | -1.4% | +2.6% | -3.9% | -1.5% |
| 30D | +6.8% | -3.6% | +10.4% | +6.8% |
| 3M | +9.2% | -24.6% | +33.8% | +9.6% |
| 6M | +28.3% | -21.6% | +50.0% | +27.9% |
| YTD | +29.4% | -11.8% | +41.2% | +24.8% |
| 1Y | +33.2% | -33.2% | +66.4% | +28.8% |
| All | +33.2% | -32.6% | +65.7% | +28.8% |
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 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