+13.3%
KVUE vs AMBA
+27.8%
-14.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | -17.3% | +29.6% | +11.9% |
| 7D | +12.3% | -17.3% | +29.6% | +11.9% |
| 30D | +12.3% | -17.3% | +29.6% | +11.9% |
| 3M | +12.3% | -17.3% | +29.6% | +11.9% |
| 6M | +12.7% | -8.3% | +21.0% | +12.3% |
| YTD | +15.9% | -10.9% | +26.8% | +15.3% |
| 1Y | +42.1% | -25.5% | +67.6% | +41.4% |
| All | +13.3% | +27.8% | -14.4% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling