+80.5%
OSCR vs AMBA
-50.1%
+130.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.4% | -12.2% | -5.9% |
| 7D | +4.7% | +2.5% | +2.2% | +3.8% |
| 30D | +14.8% | -16.1% | +30.9% | +19.6% |
| 3M | +16.7% | +4.6% | +12.0% | +11.2% |
| 6M | +127.5% | +29.2% | +98.3% | +98.1% |
| YTD | +121.0% | -2.9% | +123.9% | +106.6% |
| 1Y | +58.4% | -18.7% | +77.1% | +52.6% |
| 3Y | +392.4% | +14.9% | +377.5% | +285.2% |
| 5Y | +80.5% | -53.0% | +133.4% | +68.2% |
| All | +80.5% | -50.1% | +130.6% | +68.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling