+37.7%
ORLY vs AMBA
+23.3%
+14.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.4% | 0.0% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | +3.9% | -8.6% | +12.5% | +3.8% |
| 3M | -4.0% | -29.0% | +25.0% | -4.3% |
| 6M | -3.4% | -19.2% | +15.8% | -3.3% |
| YTD | -1.6% | -13.0% | +11.4% | -1.4% |
| 1Y | -7.5% | -31.3% | +23.7% | -7.7% |
| 3Y | +37.7% | +28.1% | +9.5% | +36.6% |
| All | +37.7% | +23.3% | +14.4% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling