+244.8%
ORCL vs AMBA
-0.9%
+245.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.1% | -5.3% | -0.3% |
| 7D | -11.2% | -7.2% | -3.9% | -9.9% |
| 30D | -18.8% | -10.4% | -8.5% | -17.2% |
| 3M | -18.8% | -30.1% | +11.3% | -13.8% |
| 6M | -39.7% | -22.4% | -17.3% | -38.8% |
| YTD | -39.6% | -17.3% | -22.3% | -39.8% |
| 1Y | -51.7% | -35.4% | -16.4% | -50.1% |
| 3Y | +10.2% | +18.6% | -8.4% | -0.9% |
| 5Y | +30.8% | -69.8% | +100.6% | +35.3% |
| All | +244.8% | -0.9% | +245.6% | +153.1% |
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 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