+87.9%
PSX vs AMBA
-33.2%
+121.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.3% | -2.3% | +3.0% |
| 7D | -8.0% | 0.0% | -8.0% | -8.0% |
| 30D | -9.0% | -8.6% | -0.5% | -9.2% |
| 3M | +24.7% | -29.0% | +53.7% | +24.0% |
| 6M | +49.3% | -19.2% | +68.6% | +49.2% |
| YTD | +100.2% | -13.0% | +113.2% | +99.7% |
| All | +87.9% | -33.2% | +121.1% | +85.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling