+155.1%
OSCR vs AMBA
-69.7%
+224.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.2% | -2.4% |
| 7D | +1.3% | +2.7% | -1.4% | +0.6% |
| 30D | -9.5% | -2.2% | -7.3% | -9.5% |
| 3M | +0.9% | -26.6% | +27.5% | +7.6% |
| 6M | +31.5% | -26.8% | +58.2% | +33.6% |
| YTD | +116.1% | -15.1% | +131.2% | +106.0% |
| 1Y | +122.6% | -32.3% | +154.8% | +124.7% |
| 3Y | +356.6% | +19.8% | +336.8% | +235.4% |
| All | +155.1% | -69.7% | +224.8% | +166.1% |
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 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