+29.6%
LUV vs AMBA
-20.7%
+50.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +2.4% |
| 7D | +0.4% | -11.0% | +11.4% | +1.7% |
| 30D | -18.4% | -23.2% | +4.7% | -16.0% |
| 3M | -3.2% | -12.7% | +9.5% | -3.1% |
| 6M | -14.8% | +11.2% | -26.1% | -19.9% |
| YTD | -2.9% | -11.2% | +8.4% | -6.8% |
| 1Y | +29.6% | -22.5% | +52.1% | +25.0% |
| All | +29.6% | -20.7% | +50.3% | +25.0% |
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