+1,097.9%
MSTR vs AMBA
+837.3%
+260.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +12.2% | -11.0% | +23.1% | +16.1% |
| 30D | +45.2% | -23.2% | +68.3% | +57.2% |
| 3M | +10.4% | -12.7% | +23.1% | +10.2% |
| 6M | -2.5% | +11.2% | -13.7% | -12.4% |
| YTD | -6.0% | -11.2% | +5.2% | -9.6% |
| 1Y | -56.4% | -22.5% | -33.9% | -57.0% |
| 3Y | +306.3% | -1.3% | +307.6% | +253.6% |
| 5Y | +100.5% | -54.2% | +154.7% | +111.6% |
| 10Y | +741.1% | -6.1% | +747.2% | +639.0% |
| All | +1,097.9% | +837.3% | +260.6% | +879.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling