+27.0%
LUV vs AMBA
-17.3%
+44.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.4% | -8.4% | -0.9% |
| 7D | +0.7% | +2.5% | -1.8% | +0.3% |
| 30D | -13.4% | -16.1% | +2.7% | -11.8% |
| 3M | -9.6% | +4.6% | -14.2% | -11.6% |
| 6M | -8.9% | +29.2% | -38.1% | -15.9% |
| YTD | -5.2% | -2.9% | -2.3% | -10.0% |
| 1Y | +27.0% | -18.7% | +45.8% | +21.4% |
| All | +27.0% | -17.3% | +44.3% | +21.4% |
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