+495.5%
MSTR vs AMBA
+0.6%
+494.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.3% | -4.2% | -5.6% |
| 7D | -11.5% | +10.7% | -22.2% | -15.2% |
| 30D | -24.8% | -5.0% | -19.8% | -23.1% |
| 3M | +20.6% | -26.9% | +47.5% | +35.2% |
| 6M | -38.0% | -21.9% | -16.1% | -37.8% |
| YTD | -24.7% | -13.8% | -10.9% | -28.7% |
| 1Y | -49.1% | -36.1% | -13.0% | -45.9% |
| 3Y | +124.7% | +21.6% | +103.1% | +66.4% |
| 5Y | +40.9% | -68.8% | +109.7% | +64.1% |
| All | +495.5% | +0.6% | +494.9% | +371.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling