+294.0%
PCAR vs AMBA
-0.9%
+294.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.1% | -8.5% | -3.3% |
| 7D | +0.1% | -7.2% | +7.3% | +1.0% |
| 30D | -4.6% | -10.4% | +5.8% | -3.4% |
| 3M | -22.6% | -30.1% | +7.5% | -19.0% |
| 6M | -12.0% | -22.4% | +10.5% | -11.3% |
| YTD | -6.1% | -17.3% | +11.3% | -7.1% |
| 1Y | +6.3% | -35.4% | +41.7% | +8.7% |
| 3Y | +31.8% | +18.6% | +13.2% | +17.2% |
| 5Y | +104.2% | -69.8% | +174.0% | +108.5% |
| All | +294.0% | -0.9% | +294.8% | +190.8% |
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