+49.9%
MSTR vs AMBA
-70.4%
+120.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | -3.2% |
| 7D | -1.2% | -7.2% | +6.0% | +2.3% |
| 30D | -15.9% | -10.4% | -5.6% | -11.4% |
| 3M | +33.1% | -30.1% | +63.2% | +55.6% |
| 6M | -31.0% | -22.4% | -8.6% | -31.3% |
| YTD | -15.1% | -17.3% | +2.2% | -20.3% |
| 1Y | -45.6% | -35.4% | -10.3% | -43.0% |
| 3Y | +180.5% | +18.6% | +161.9% | +78.6% |
| All | +49.9% | -70.4% | +120.3% | +68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling