+101.4%
LUV vs AMBA
+16.7%
+84.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | -1.1% |
| 7D | +4.8% | -7.2% | +12.0% | +6.1% |
| 30D | +6.5% | -10.4% | +16.9% | +8.4% |
| 3M | -4.9% | -30.1% | +25.3% | +1.2% |
| 6M | +8.1% | -22.4% | +30.5% | +8.9% |
| YTD | +9.0% | -17.3% | +26.3% | +6.6% |
| 1Y | +43.6% | -35.4% | +79.0% | +47.4% |
| 3Y | +101.4% | +18.6% | +82.8% | +57.1% |
| All | +101.4% | +16.7% | +84.7% | +57.1% |
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