-1.4%
KVUE vs AMBA
-17.3%
+15.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +8.4% | -11.9% | -3.1% |
| 7D | -7.2% | +2.5% | -9.7% | -7.0% |
| 30D | -5.7% | -16.1% | +10.5% | -6.3% |
| 3M | +0.2% | +4.6% | -4.5% | +0.7% |
| 6M | 0.0% | +29.2% | -29.2% | +2.5% |
| YTD | +6.5% | -2.9% | +9.4% | +7.3% |
| 1Y | -1.4% | -18.7% | +17.3% | -1.3% |
| All | -1.4% | -17.3% | +15.9% | -1.3% |
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