+345.8%
PSX vs AMBA
+12.8%
+333.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.3% | -2.3% | +2.2% |
| 7D | -8.0% | 0.0% | -8.0% | -8.0% |
| 30D | -9.0% | -8.6% | -0.5% | -8.0% |
| 3M | +24.7% | -29.0% | +53.7% | +30.2% |
| 6M | +49.3% | -19.2% | +68.6% | +49.0% |
| YTD | +100.2% | -13.0% | +113.2% | +95.2% |
| 1Y | +88.8% | -31.3% | +120.1% | +90.4% |
| 3Y | +152.5% | +28.1% | +124.3% | +117.2% |
| 5Y | +283.2% | -69.4% | +352.6% | +295.2% |
| 10Y | +345.8% | +7.6% | +338.2% | +201.6% |
| All | +345.8% | +12.8% | +333.0% | +201.6% |
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 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