+411.8%
OSCR vs AMBA
+5.1%
+406.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.4% | +2.2% |
| 7D | +10.7% | -6.4% | +17.1% | +11.7% |
| 30D | +18.3% | -26.8% | +45.2% | +24.0% |
| 3M | +20.5% | -7.6% | +28.1% | +19.8% |
| 6M | +138.5% | +21.2% | +117.3% | +119.6% |
| YTD | +129.7% | -10.4% | +140.1% | +122.6% |
| 1Y | +62.8% | -24.4% | +87.2% | +60.4% |
| 3Y | +411.8% | +6.0% | +405.8% | +319.6% |
| All | +411.8% | +5.1% | +406.6% | +319.6% |
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