+1,095.7%
MSTR vs AMBA
+807.9%
+287.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.7% | +6.8% | +5.7% |
| 7D | -1.8% | -8.1% | +6.3% | +0.9% |
| 30D | -13.3% | -10.8% | -2.6% | -10.0% |
| 3M | +46.0% | -25.9% | +71.9% | +59.3% |
| 6M | -22.4% | -13.9% | -8.6% | -24.3% |
| YTD | -6.2% | -14.0% | +7.8% | -9.2% |
| 1Y | -42.3% | -25.7% | -16.6% | -42.3% |
| 3Y | +214.0% | +21.5% | +192.5% | +156.1% |
| 5Y | +78.2% | -68.9% | +147.1% | +104.0% |
| 10Y | +649.6% | +5.2% | +644.4% | +553.0% |
| All | +1,095.7% | +807.9% | +287.8% | +884.1% |
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 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